WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 172 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,599 | -10.8% | 4,953 | -7.4% | 0.00% | 0.0% |
| Q2 2023 | $230,445 | +13.5% | 5,348 | +11.0% | 0.00% | 0.0% |
| Q3 2022 | $203,000 | -16.8% | 4,816 | -5.5% | 0.00% | 0.0% |
| Q1 2022 | $244,000 | -75.5% | 5,094 | -73.6% | 0.00% | -80.0% |
| Q4 2021 | $996,000 | -13.1% | 19,267 | -12.7% | 0.01% | -16.7% |
| Q3 2021 | $1,146,000 | -5.8% | 22,069 | -5.3% | 0.01% | 0.0% |
| Q2 2021 | $1,216,000 | -2.2% | 23,299 | -4.1% | 0.01% | -14.3% |
| Q1 2021 | $1,243,000 | -22.4% | 24,286 | -18.6% | 0.01% | -30.0% |
| Q4 2020 | $1,602,000 | +0.1% | 29,835 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $1,601,000 | +200.9% | 29,742 | +201.2% | 0.01% | +150.0% |
| Q2 2020 | $532,000 | +7.0% | 9,876 | +2.7% | 0.00% | 0.0% |
| Q1 2020 | $497,000 | +69.6% | 9,613 | +71.3% | 0.00% | +100.0% |
| Q4 2019 | $293,000 | – | 5,612 | – | 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% |