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 | $628,057 | -11.6% | 15,130 | -8.2% | 0.00% | -20.0% |
| Q2 2023 | $710,256 | +7.1% | 16,483 | +8.5% | 0.01% | 0.0% |
| Q1 2023 | $663,456 | +17.9% | 15,186 | +15.1% | 0.01% | 0.0% |
| Q4 2022 | $562,772 | -70.7% | 13,195 | -69.3% | 0.01% | -80.0% |
| Q2 2022 | $1,919,000 | -48.0% | 42,917 | -44.3% | 0.02% | -44.4% |
| Q1 2022 | $3,690,000 | +64.0% | 77,114 | +77.1% | 0.04% | +60.7% |
| Q4 2021 | $2,250,000 | +8.2% | 43,543 | +8.7% | 0.03% | 0.0% |
| Q3 2021 | $2,079,000 | +2.1% | 40,040 | +2.6% | 0.03% | -3.4% |
| Q2 2021 | $2,036,000 | +517.0% | 39,013 | +535.5% | 0.03% | +262.5% |
| Q4 2020 | $330,000 | +36.4% | 6,139 | +36.6% | 0.01% | +33.3% |
| Q3 2020 | $242,000 | -31.1% | 4,493 | -31.1% | 0.01% | -33.3% |
| Q2 2020 | $351,000 | +0.9% | 6,519 | -3.2% | 0.01% | -18.2% |
| Q1 2020 | $348,000 | – | 6,733 | – | 0.01% | – |
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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% |