WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 172 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,801,134 | -13.4% | 1,344,282 | -10.1% | 0.04% | -15.2% |
| Q2 2023 | $64,461,670 | -18.9% | 1,495,978 | -17.7% | 0.05% | -25.8% |
| Q1 2023 | $79,455,182 | +3.5% | 1,818,613 | +1.0% | 0.06% | -6.1% |
| Q4 2022 | $76,766,881 | +12.7% | 1,799,927 | +11.5% | 0.07% | 0.0% |
| Q3 2022 | $68,139,000 | -1.9% | 1,613,894 | +3.9% | 0.07% | 0.0% |
| Q2 2022 | $69,446,000 | -8.0% | 1,553,263 | -1.5% | 0.07% | +1.5% |
| Q1 2022 | $75,457,000 | +5.5% | 1,576,955 | +13.9% | 0.06% | +8.3% |
| Q4 2021 | $71,520,000 | +0.2% | 1,383,903 | +0.7% | 0.06% | -10.4% |
| Q3 2021 | $71,365,000 | +6.1% | 1,374,518 | +6.7% | 0.07% | -1.5% |
| Q2 2021 | $67,258,000 | +0.1% | 1,288,473 | -1.8% | 0.07% | -11.7% |
| Q1 2021 | $67,161,000 | -1.7% | 1,311,744 | +3.1% | 0.08% | -12.5% |
| Q4 2020 | $68,307,000 | +16.3% | 1,272,257 | +16.5% | 0.09% | -4.3% |
| Q3 2020 | $58,755,000 | +53.6% | 1,091,702 | +53.6% | 0.09% | +37.3% |
| Q2 2020 | $38,261,000 | +54.4% | 710,904 | +48.2% | 0.07% | +26.4% |
| Q1 2020 | $24,780,000 | +39.3% | 479,775 | +41.0% | 0.05% | +65.6% |
| Q4 2019 | $17,784,000 | +11.9% | 340,354 | +11.9% | 0.03% | 0.0% |
| Q3 2019 | $15,895,000 | +4.4% | 304,031 | +2.4% | 0.03% | 0.0% |
| Q2 2019 | $15,220,000 | +1769.8% | 297,025 | +1717.3% | 0.03% | +1500.0% |
| Q1 2019 | $814,000 | +77.0% | 16,344 | +71.2% | 0.00% | +100.0% |
| Q4 2018 | $460,000 | +15.3% | 9,549 | +15.8% | 0.00% | 0.0% |
| Q3 2018 | $399,000 | +4.5% | 8,247 | +4.6% | 0.00% | 0.0% |
| Q2 2018 | $382,000 | +21.7% | 7,882 | +23.6% | 0.00% | 0.0% |
| Q1 2018 | $314,000 | +24.1% | 6,375 | +28.1% | 0.00% | 0.0% |
| Q4 2017 | $253,000 | +17.7% | 4,978 | +15.8% | 0.00% | 0.0% |
| Q1 2017 | $215,000 | -91.0% | 4,299 | -91.1% | 0.00% | -94.4% |
| Q4 2016 | $2,394,000 | +4.5% | 48,244 | +9.0% | 0.02% | -18.2% |
| Q3 2016 | $2,290,000 | +3.0% | 44,269 | +4.1% | 0.02% | +15.8% |
| Q2 2016 | $2,223,000 | -12.8% | 42,545 | -15.4% | 0.02% | +171.4% |
| Q1 2016 | $2,549,000 | – | 50,302 | – | 0.01% | – |
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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% |