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 | $366,079 | -98.5% | 8,435 | -98.5% | 0.00% | -98.7% |
| Q4 2023 | $24,564,084 | +15.0% | 558,021 | +8.4% | 0.30% | -1.0% |
| Q3 2023 | $21,360,091 | +4.7% | 514,577 | +8.7% | 0.31% | +4.4% |
| Q2 2023 | $20,400,874 | -5.3% | 473,448 | -4.0% | 0.29% | -14.8% |
| Q1 2023 | $21,546,248 | +22.0% | 493,162 | +19.1% | 0.34% | +12.1% |
| Q4 2022 | $17,667,208 | -13.6% | 414,237 | -14.5% | 0.31% | -23.1% |
| Q3 2022 | $20,443,000 | +31.8% | 484,212 | +39.6% | 0.40% | +34.8% |
| Q2 2022 | $15,512,000 | -9.1% | 346,958 | -2.7% | 0.30% | +6.1% |
| Q1 2022 | $17,059,000 | -7.4% | 356,515 | +0.0% | 0.28% | -3.8% |
| Q4 2021 | $18,423,000 | -1.3% | 356,484 | -0.8% | 0.29% | -8.8% |
| Q3 2021 | $18,657,000 | -0.4% | 359,338 | +0.1% | 0.32% | -1.5% |
| Q2 2021 | $18,736,000 | +3.3% | 358,934 | +1.3% | 0.32% | -15.9% |
| Q1 2021 | $18,139,000 | -6.1% | 354,287 | -1.5% | 0.38% | -12.7% |
| Q4 2020 | $19,311,000 | -2.5% | 359,684 | -2.3% | 0.44% | -13.9% |
| Q3 2020 | $19,810,000 | -6.4% | 368,078 | -6.4% | 0.51% | -16.1% |
| Q2 2020 | $21,171,000 | -9.3% | 393,374 | -13.0% | 0.61% | -27.4% |
| Q1 2020 | $23,352,000 | +5.0% | 452,119 | +6.2% | 0.84% | +29.1% |
| Q4 2019 | $22,243,000 | – | 425,705 | – | 0.65% | – |
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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% |