WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 138 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $929,450 | -96.1% | 22,391 | -96.0% | 0.02% | -95.9% |
| Q2 2023 | $24,035,860 | +190.2% | 557,806 | +194.2% | 0.52% | +215.2% |
| Q1 2023 | $8,283,274 | +1030.5% | 189,592 | +1003.6% | 0.16% | +681.0% |
| Q4 2022 | $732,727 | -94.5% | 17,180 | -94.3% | 0.02% | -94.4% |
| Q2 2022 | $13,406,000 | +779.7% | 299,842 | +916.8% | 0.38% | +496.8% |
| Q4 2021 | $1,524,000 | +368.9% | 29,489 | +371.7% | 0.06% | +384.6% |
| Q3 2021 | $325,000 | -96.2% | 6,252 | -96.2% | 0.01% | -95.5% |
| Q2 2021 | $8,565,000 | +45.3% | 164,083 | +42.5% | 0.29% | -11.6% |
| Q1 2021 | $5,895,000 | +564.6% | 115,131 | +598.9% | 0.33% | +368.6% |
| Q3 2020 | $887,000 | – | 16,473 | – | 0.07% | – |
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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% |