WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 145 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,316,706 | -8.6% | 752,251 | -7.7% | 0.32% | -20.4% |
| Q1 2024 | $35,360,769 | -7.1% | 814,764 | -5.8% | 0.41% | -17.3% |
| Q4 2023 | $38,078,759 | -20.0% | 865,033 | -24.5% | 0.49% | -30.8% |
| Q3 2023 | $47,582,913 | -18.1% | 1,146,300 | -15.0% | 0.71% | -21.9% |
| Q2 2023 | $58,121,135 | -10.3% | 1,348,831 | -9.1% | 0.91% | -24.7% |
| Q1 2023 | $64,807,354 | -18.6% | 1,483,345 | -20.6% | 1.21% | -38.0% |
| Q4 2022 | $79,647,378 | +87.2% | 1,867,465 | +85.4% | 1.95% | +46.9% |
| Q3 2022 | $42,537,000 | -14.7% | 1,007,507 | -9.7% | 1.32% | -12.4% |
| Q2 2022 | $49,891,000 | +199.0% | 1,115,876 | +220.0% | 1.51% | +176.6% |
| Q1 2022 | $16,684,000 | +253.5% | 348,672 | +281.9% | 0.55% | +257.5% |
| Q4 2021 | $4,719,000 | +5.5% | 91,309 | +5.9% | 0.15% | -6.1% |
| Q3 2021 | $4,475,000 | -8.4% | 86,196 | -7.9% | 0.16% | -17.3% |
| Q2 2021 | $4,885,000 | +8.6% | 93,583 | +6.6% | 0.20% | -18.3% |
| Q1 2021 | $4,497,000 | -6.6% | 87,830 | -2.1% | 0.24% | -13.9% |
| Q4 2020 | $4,815,000 | -9.8% | 89,678 | -9.6% | 0.28% | -23.3% |
| Q3 2020 | $5,341,000 | -9.4% | 99,237 | -9.4% | 0.36% | -18.2% |
| Q2 2020 | $5,894,000 | +3.1% | 109,516 | -1.1% | 0.45% | -17.9% |
| Q1 2020 | $5,718,000 | – | 110,698 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |