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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,141 | -25.0% | 26,300 | -23.9% | 0.00% | 0.0% |
| Q4 2023 | $1,521 | +122.0% | 34,550 | +109.4% | 0.00% | +100.0% |
| Q3 2023 | $685 | +96.3% | 16,500 | +103.7% | 0.00% | 0.0% |
| Q2 2023 | $349 | -68.2% | 8,099 | -67.7% | 0.00% | 0.0% |
| Q1 2023 | $1,097 | -99.9% | 25,100 | +2.9% | 0.00% | 0.0% |
| Q2 2022 | $1,091,000 | +178.3% | 24,399 | +197.5% | 0.00% | – |
| Q1 2022 | $392,000 | +27.3% | 8,200 | +39.0% | 0.00% | – |
| Q2 2021 | $308,000 | -41.6% | 5,900 | -42.6% | 0.00% | -100.0% |
| Q1 2021 | $527,000 | -63.4% | 10,284 | -61.6% | 0.00% | -50.0% |
| Q4 2020 | $1,439,000 | – | 26,800 | – | 0.00% | – |
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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% |