WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 155 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $125,000 | -47.0% | 2,905 | -46.6% | 0.00% | – |
Q1 2024 | $236,000 | -18.9% | 5,445 | -17.6% | 0.00% | – |
Q4 2023 | $291,000 | -27.6% | 6,609 | -31.8% | 0.00% | – |
Q3 2023 | $402,000 | +2.6% | 9,691 | +6.6% | 0.00% | – |
Q2 2023 | $392,000 | -7.8% | 9,088 | -6.5% | 0.00% | – |
Q1 2023 | $425,000 | +153.0% | 9,724 | +147.4% | 0.00% | – |
Q4 2022 | $168,000 | -29.7% | 3,930 | -30.7% | 0.00% | – |
Q3 2022 | $239,000 | +3.5% | 5,667 | +9.4% | 0.00% | – |
Q2 2022 | $231,000 | +30.5% | 5,180 | +40.3% | 0.00% | – |
Q1 2022 | $177,000 | -6.8% | 3,692 | +0.1% | 0.00% | – |
Q4 2021 | $190,000 | +6.7% | 3,690 | +7.6% | 0.00% | – |
Q3 2021 | $178,000 | +1518.2% | 3,428 | +1532.4% | 0.00% | – |
Q2 2021 | $11,000 | -42.1% | 210 | -42.5% | 0.00% | – |
Q1 2021 | $19,000 | -91.6% | 365 | -91.3% | 0.00% | – |
Q4 2020 | $225,000 | +0.9% | 4,186 | +1.3% | 0.00% | – |
Q3 2020 | $223,000 | 0.0% | 4,132 | 0.0% | 0.00% | – |
Q2 2020 | $223,000 | -12.9% | 4,132 | -16.5% | 0.00% | – |
Q1 2020 | $256,000 | -3.8% | 4,949 | -2.6% | 0.00% | – |
Q4 2019 | $266,000 | +411.5% | 5,081 | +407.6% | 0.00% | – |
Q3 2019 | $52,000 | +10.6% | 1,001 | +8.8% | 0.00% | – |
Q2 2019 | $47,000 | +327.3% | 920 | +320.1% | 0.00% | – |
Q1 2019 | $11,000 | +10.0% | 219 | +10.6% | 0.00% | – |
Q4 2018 | $10,000 | -94.1% | 198 | -94.3% | 0.00% | – |
Q3 2018 | $170,000 | +507.1% | 3,498 | +525.8% | 0.00% | – |
Q3 2017 | $28,000 | -82.4% | 559 | -82.2% | 0.00% | – |
Q2 2017 | $159,000 | -17.2% | 3,146 | -18.3% | 0.00% | – |
Q1 2017 | $192,000 | -30.2% | 3,853 | -30.6% | 0.00% | – |
Q4 2016 | $275,000 | -25.9% | 5,553 | -22.1% | 0.00% | – |
Q3 2016 | $371,000 | -31.5% | 7,131 | -31.9% | 0.00% | – |
Q2 2016 | $542,000 | +12.0% | 10,464 | +9.4% | 0.00% | – |
Q1 2016 | $484,000 | -87.0% | 9,563 | -87.4% | 0.00% | -100.0% |
Q4 2015 | $3,725,000 | -2.3% | 76,025 | -1.0% | 0.00% | -33.3% |
Q3 2015 | $3,813,000 | – | 76,775 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
KWB Wealth | 247,374 | $13,282,000 | 2.76% |
RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |