WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 138 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 862,713 | $35,811,206 | 17.65% |
| Prestige Wealth Management Group LLC | 568,269 | $23,588,849 | 5.82% |
| KLR INVESTMENT ADVISORS, LLC | 112,849 | $4,930,380 | 4.48% |
| INVENIO WEALTH PARTNERS LLC | 67,602 | $2,806,159 | 2.55% |
| Symphony Financial, Ltd. Co. | 196,280 | $8,098,503 | 1.98% |
| Trilogy Capital Inc. | 604,662 | $25,099,530 | 1.70% |
| Oxinas Partners Wealth Management LLC | 47,620 | $1,976,698 | 1.47% |
| Truadvice, LLC | 83,896 | $3,493,429 | 1.37% |
| 3D/L Capital Management, LLC | 98,592 | $4,092,558 | 1.33% |
| My Legacy Advisors, LLC | 72,432 | $2,945,802 | 1.20% |