WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 174 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,131,827 | +5.2% | 72,901 | +6.3% | 0.01% | -9.1% |
| Q1 2024 | $2,977,240 | -8.4% | 68,600 | -7.0% | 0.01% | 0.0% |
| Q4 2023 | $3,248,500 | -0.6% | 73,796 | -6.2% | 0.01% | -8.3% |
| Q3 2023 | $3,267,045 | -10.0% | 78,705 | -6.6% | 0.01% | -14.3% |
| Q2 2023 | $3,629,477 | +40227.5% | 84,230 | +40009.5% | 0.01% | – |
| Q2 2022 | $9,000 | -18.2% | 210 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | -85.3% | 210 | -85.4% | 0.00% | -100.0% |
| Q3 2021 | $75,000 | +581.8% | 1,439 | +585.2% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | – | 210 | – | 0.00% | – |
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% |