WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,452,802 | +2.1% | 107,271 | +6.0% | 0.01% | 0.0% |
| Q2 2023 | $4,362,181 | -48.0% | 101,234 | -47.3% | 0.01% | -50.0% |
| Q1 2023 | $8,389,814 | -23.9% | 192,031 | -25.7% | 0.02% | -27.3% |
| Q4 2022 | $11,027,408 | +19.5% | 258,553 | +18.3% | 0.02% | +4.8% |
| Q3 2022 | $9,229,000 | +28.1% | 218,597 | +35.7% | 0.02% | +31.2% |
| Q2 2022 | $7,204,000 | +5.4% | 161,140 | +12.8% | 0.02% | +23.1% |
| Q1 2022 | $6,836,000 | -0.6% | 142,872 | +7.4% | 0.01% | 0.0% |
| Q4 2021 | $6,877,000 | -75.3% | 133,073 | -75.1% | 0.01% | -76.8% |
| Q3 2021 | $27,786,000 | +6.1% | 535,159 | +6.7% | 0.06% | +5.7% |
| Q2 2021 | $26,183,000 | -2.2% | 501,596 | -4.0% | 0.05% | -11.7% |
| Q1 2021 | $26,759,000 | +4.0% | 522,631 | +9.1% | 0.06% | -6.2% |
| Q4 2020 | $25,728,000 | +1.0% | 479,175 | +1.2% | 0.06% | -12.3% |
| Q3 2020 | $25,473,000 | -0.5% | 473,305 | -0.5% | 0.07% | -9.9% |
| Q2 2020 | $25,608,000 | +15.6% | 475,804 | +11.0% | 0.08% | -16.5% |
| Q1 2020 | $22,144,000 | -75.4% | 428,729 | -75.1% | 0.10% | -66.3% |
| Q4 2019 | $90,065,000 | +19.0% | 1,723,724 | +19.0% | 0.29% | +4.7% |
| Q3 2019 | $75,697,000 | +86.3% | 1,447,919 | +82.6% | 0.28% | +76.3% |
| Q2 2019 | $40,627,000 | +376.6% | 792,876 | +363.5% | 0.16% | +345.7% |
| Q1 2019 | $8,524,000 | +3542.7% | 171,064 | +3418.4% | 0.04% | +3400.0% |
| Q4 2018 | $234,000 | – | 4,862 | – | 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% |