WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,251,000 | -1.5% | 76,990 | +4.3% | 0.23% | -1.3% |
| Q2 2022 | $3,300,000 | -3.6% | 73,819 | +3.1% | 0.24% | +16.2% |
| Q1 2022 | $3,425,000 | -2.9% | 71,582 | +4.9% | 0.20% | +4.6% |
| Q4 2021 | $3,527,000 | +14.6% | 68,240 | +15.1% | 0.20% | +2.1% |
| Q3 2021 | $3,077,000 | -0.4% | 59,271 | +0.2% | 0.19% | +2.7% |
| Q2 2021 | $3,089,000 | +13.2% | 59,174 | +11.0% | 0.19% | +3.9% |
| Q1 2021 | $2,728,000 | +33.1% | 53,287 | +39.5% | 0.18% | +23.4% |
| Q4 2020 | $2,050,000 | -21.0% | 38,188 | -20.8% | 0.14% | -31.0% |
| Q3 2020 | $2,595,000 | +49.0% | 48,225 | +49.0% | 0.21% | +22.1% |
| Q2 2020 | $1,742,000 | +605.3% | 32,366 | +577.7% | 0.17% | +514.3% |
| Q1 2020 | $247,000 | – | 4,776 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |