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 | $1,260,175 | -0.7% | 30,358 | +3.1% | 0.01% | -6.7% |
| Q2 2023 | $1,269,348 | -5.6% | 29,458 | -4.3% | 0.02% | -6.2% |
| Q1 2023 | $1,344,540 | +2.3% | 30,775 | -0.1% | 0.02% | -11.1% |
| Q4 2022 | $1,314,358 | +4.1% | 30,817 | +3.0% | 0.02% | -5.3% |
| Q3 2022 | $1,263,000 | -48.3% | 29,924 | -45.2% | 0.02% | -48.6% |
| Q2 2022 | $2,444,000 | -7.9% | 54,653 | -1.5% | 0.04% | +2.8% |
| Q1 2022 | $2,655,000 | -71.1% | 55,476 | -68.8% | 0.04% | -73.9% |
| Q4 2021 | $9,177,000 | +5.0% | 177,569 | +5.5% | 0.14% | -5.5% |
| Q3 2021 | $8,739,000 | +12.7% | 168,258 | +13.2% | 0.15% | +3.5% |
| Q2 2021 | $7,757,000 | +4.6% | 148,623 | +2.6% | 0.14% | -11.3% |
| Q1 2021 | $7,416,000 | -2.7% | 144,824 | +1.9% | 0.16% | -12.2% |
| Q4 2020 | $7,619,000 | -34.4% | 142,159 | -34.1% | 0.18% | -2.7% |
| Q3 2020 | $11,611,000 | +128.2% | 215,833 | +128.4% | 0.19% | +26.5% |
| Q2 2020 | $5,087,000 | +34.9% | 94,480 | +29.3% | 0.15% | +30.1% |
| Q1 2020 | $3,771,000 | +104.2% | 73,046 | +106.8% | 0.11% | +162.8% |
| Q4 2019 | $1,847,000 | +121.2% | 35,315 | +120.1% | 0.04% | +26.5% |
| Q3 2019 | $835,000 | +121.5% | 16,044 | +118.0% | 0.03% | +100.0% |
| Q2 2019 | $377,000 | – | 7,361 | – | 0.02% | – |
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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% |