WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,878,137 | +499.6% | 69,336 | +522.4% | 0.00% | – |
| Q2 2023 | $480,023 | -85.4% | 11,140 | -85.2% | 0.00% | -100.0% |
| Q1 2023 | $3,296,454 | +234.6% | 75,451 | +226.7% | 0.00% | – |
| Q4 2022 | $985,130 | +124.9% | 23,098 | +122.6% | 0.00% | – |
| Q3 2022 | $438,000 | -62.4% | 10,378 | -60.2% | 0.00% | – |
| Q2 2022 | $1,165,000 | -67.9% | 26,056 | -65.6% | 0.00% | -100.0% |
| Q1 2022 | $3,628,000 | -53.7% | 75,818 | -50.0% | 0.00% | – |
| Q4 2021 | $7,842,000 | +437.9% | 151,756 | +432.9% | 0.00% | – |
| Q1 2021 | $1,458,000 | -83.5% | 28,480 | -84.4% | 0.00% | -100.0% |
| Q2 2018 | $8,862,000 | +500.4% | 182,877 | +528.4% | 0.00% | +200.0% |
| Q3 2017 | $1,476,000 | -33.5% | 29,100 | -32.0% | 0.00% | 0.0% |
| Q2 2016 | $2,218,000 | -34.6% | 42,793 | -36.3% | 0.00% | -50.0% |
| Q1 2016 | $3,391,000 | – | 67,195 | – | 0.00% | – |
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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% |