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 | $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 ↓ |
|---|---|---|---|
| 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% |