WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |