WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q1 2023. 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% | – |
Download |
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% |