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 2023 | $6,376,370 | +41.0% | 153,610 | +46.4% | 0.01% | +25.0% |
Q2 2023 | $4,521,746 | +26.9% | 104,937 | +28.7% | 0.00% | +33.3% |
Q1 2023 | $3,562,590 | +13.0% | 81,542 | +10.3% | 0.00% | 0.0% |
Q4 2022 | $3,151,709 | +8.7% | 73,898 | +7.6% | 0.00% | 0.0% |
Q3 2022 | $2,900,000 | +10.4% | 68,692 | +17.0% | 0.00% | 0.0% |
Q2 2022 | $2,626,000 | -1.7% | 58,728 | +5.2% | 0.00% | +50.0% |
Q1 2022 | $2,671,000 | +10.5% | 55,822 | +19.4% | 0.00% | 0.0% |
Q4 2021 | $2,417,000 | +55.2% | 46,764 | +55.9% | 0.00% | +100.0% |
Q3 2021 | $1,557,000 | +5.3% | 29,993 | +5.8% | 0.00% | 0.0% |
Q2 2021 | $1,479,000 | +24.8% | 28,342 | +22.4% | 0.00% | 0.0% |
Q1 2021 | $1,185,000 | +7.1% | 23,151 | +12.3% | 0.00% | 0.0% |
Q4 2020 | $1,106,000 | +41.6% | 20,608 | +42.0% | 0.00% | 0.0% |
Q3 2020 | $781,000 | +79.5% | 14,517 | +79.6% | 0.00% | 0.0% |
Q2 2020 | $435,000 | +13.3% | 8,081 | +8.6% | 0.00% | 0.0% |
Q1 2020 | $384,000 | +17.1% | 7,438 | +18.6% | 0.00% | – |
Q4 2019 | $328,000 | +6.1% | 6,273 | +6.1% | 0.00% | – |
Q3 2019 | $309,000 | +2.7% | 5,914 | +0.6% | 0.00% | – |
Q2 2019 | $301,000 | +23.9% | 5,878 | +20.5% | 0.00% | – |
Q1 2019 | $243,000 | -4.3% | 4,878 | -7.4% | 0.00% | – |
Q4 2018 | $254,000 | -23.5% | 5,268 | -17.5% | 0.00% | -100.0% |
Q3 2016 | $332,000 | -5.7% | 6,387 | -5.9% | 0.00% | 0.0% |
Q2 2016 | $352,000 | +2.6% | 6,788 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $343,000 | – | 6,788 | – | 0.00% | – |
Download |
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% |