WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 47 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $810,000 | – | 16,777 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,476 | $43,397,000 | 19.73% |
| BlackDiamond Wealth Management, LLC | 44,160 | $2,051,000 | 2.45% |
| WealthShield Partners, LLC | 179,974 | $8,358,000 | 1.34% |
| Trilogy Capital Inc. | 391,183 | $18,167,000 | 1.30% |
| SILVER OAK SECURITIES, INCORPORATED | 119,479 | $5,555,000 | 1.13% |
| Golden State Equity Partners | 23,294 | $1,082,000 | 0.54% |
| Freedom Investment Management, Inc. | 117,643 | $5,463,000 | 0.49% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 33,917 | $1,575,000 | 0.45% |
| IFP Advisors, Inc | 430,191 | $20,625,000 | 0.26% |
| Mengis Capital Management, Inc. | 28,469 | $1,322,000 | 0.25% |