WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 48 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,064 | -95.6% | 5,711 | -95.4% | 0.00% | -100.0% |
| Q2 2023 | $5,402,409 | -46.7% | 125,375 | -45.9% | 0.00% | -50.0% |
| Q1 2023 | $10,129,483 | -5.8% | 231,849 | -8.0% | 0.00% | -33.3% |
| Q4 2022 | $10,752,022 | +257.2% | 252,099 | +253.7% | 0.00% | +200.0% |
| Q3 2022 | $3,010,000 | +1128.6% | 71,283 | +1201.5% | 0.00% | – |
| Q2 2022 | $245,000 | -96.2% | 5,477 | -95.7% | 0.00% | -100.0% |
| Q4 2021 | $6,512,000 | +23.6% | 126,014 | +24.2% | 0.00% | 0.0% |
| Q3 2021 | $5,270,000 | -75.7% | 101,501 | -76.0% | 0.00% | -80.0% |
| Q1 2021 | $21,679,000 | +26.4% | 423,427 | +32.5% | 0.01% | +25.0% |
| Q4 2020 | $17,152,000 | +459.6% | 319,464 | +460.9% | 0.00% | +300.0% |
| Q2 2020 | $3,065,000 | -92.3% | 56,955 | -92.6% | 0.00% | -94.4% |
| Q1 2020 | $39,708,000 | +268.5% | 768,781 | +273.0% | 0.02% | +260.0% |
| Q3 2019 | $10,775,000 | +88.1% | 206,095 | +84.3% | 0.01% | +66.7% |
| Q2 2019 | $5,729,000 | +777.3% | 111,816 | +752.6% | 0.00% | – |
| Q1 2019 | $653,000 | -77.5% | 13,114 | -78.1% | 0.00% | -100.0% |
| Q2 2018 | $2,906,000 | +825.5% | 59,975 | +867.7% | 0.00% | – |
| Q4 2017 | $314,000 | -61.8% | 6,198 | -61.7% | 0.00% | -100.0% |
| Q3 2017 | $821,000 | -9.6% | 16,196 | -9.9% | 0.00% | 0.0% |
| Q2 2017 | $908,000 | -27.6% | 17,980 | -28.6% | 0.00% | 0.0% |
| Q1 2017 | $1,254,000 | +52.2% | 25,172 | +51.4% | 0.00% | 0.0% |
| Q4 2016 | $824,000 | -18.6% | 16,627 | -14.6% | 0.00% | 0.0% |
| Q3 2016 | $1,012,000 | +91.7% | 19,471 | +91.2% | 0.00% | 0.0% |
| Q2 2016 | $528,000 | -80.1% | 10,182 | -80.6% | 0.00% | -66.7% |
| Q1 2016 | $2,654,000 | – | 52,602 | – | 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% |