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 | $681 | +33.5% | 15,857 | +35.0% | 0.01% | +14.3% |
| Q1 2024 | $510 | +11.8% | 11,747 | +13.5% | 0.01% | +16.7% |
| Q4 2023 | $456 | +0.4% | 10,352 | -5.4% | 0.01% | -14.3% |
| Q3 2023 | $454 | -99.8% | 10,944 | +90.8% | 0.01% | +75.0% |
| Q4 2022 | $245,000 | -99.9% | 5,735 | -12.0% | 0.00% | -20.0% |
| Q3 2022 | $275,000,000 | +99537.7% | 6,520 | +5.5% | 0.01% | 0.0% |
| Q2 2022 | $276,000 | +22.1% | 6,178 | +30.5% | 0.01% | +25.0% |
| Q1 2022 | $226,000 | -99.9% | 4,733 | +9.3% | 0.00% | 0.0% |
| Q4 2021 | $224,000,000 | +85071.1% | 4,330 | -11.3% | 0.00% | -55.6% |
| Q3 2020 | $263,000 | +1.5% | 4,883 | +1.4% | 0.01% | -10.0% |
| Q2 2020 | $259,000 | +13.6% | 4,816 | +9.3% | 0.01% | -47.4% |
| Q1 2020 | $228,000 | -14.6% | 4,408 | -13.8% | 0.02% | +72.7% |
| Q4 2019 | $267,000 | +1.1% | 5,112 | +1.2% | 0.01% | -8.3% |
| Q3 2019 | $264,000 | – | 5,053 | – | 0.01% | – |
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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% |