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 | $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. | 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% |