CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 44 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$405,593
+1.0%
18,1880.0%0.01%0.0%
Q1 2024$401,592
+0.7%
18,1880.0%0.01%
-10.0%
Q4 2023$398,681
-1.1%
18,1880.0%0.01%
-9.1%
Q3 2023$403,047
-35.8%
18,188
+28.2%
0.01%
-38.9%
Q2 2023$627,678
-27.2%
14,188
-28.3%
0.02%
-28.0%
Q1 2023$861,938
-94.7%
19,801
-94.7%
0.02%
-95.9%
Q4 2022$16,324,914
+497.5%
375,674
+526.8%
0.61%
+80.1%
Q3 2022$2,732,000
-20.6%
59,931
-20.6%
0.34%
+135.7%
Q2 2022$3,440,000
+44.5%
75,455
+47.3%
0.14%
+68.2%
Q1 2022$2,380,000
-46.1%
51,240
-45.9%
0.08%
-47.2%
Q4 2021$4,419,000
-42.1%
94,662
-41.3%
0.16%
-78.8%
Q4 2018$7,626,000
+854.4%
161,362
+868.9%
0.76%
+925.7%
Q3 2018$799,000
-1.4%
16,654
-0.7%
0.07%
-20.4%
Q4 2016$810,00016,7770.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
INTERACTIVE FINANCIAL ADVISORS, INC. 18,362$887,0000.45%
Carroll Financial Associates, Inc. 15,547$750,0000.11%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,777$810,0000.09%
ARCADIA INVESTMENT MANAGEMENT CORP/MI 5,080$245,0000.08%
Sigma Planning Corp 7,213$348,0000.04%
Patriot Financial Group Insurance Agency, LLC 312$15,0000.02%
Virtu KCG Holdings LLC 12,528$605,0000.02%
Winslow, Evans & Crocker, Inc. 800$38,624,0000.01%
JANE STREET GROUP, LLC 43,881$2,119,0000.01%
LADENBURG THALMANN FINANCIAL SERVICES INC. 4,292$207,0000.00%
View complete list of WISDOMTREE TR shareholders