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 | $46,786 | +0.5% | 1,127,101 | +4.3% | 0.29% | -0.3% |
| Q2 2023 | $46,557 | +1.8% | 1,080,459 | +3.2% | 0.29% | -6.8% |
| Q1 2023 | $45,753 | +18.9% | 1,047,228 | +16.1% | 0.31% | +9.2% |
| Q4 2022 | $38,478 | -99.9% | 902,180 | +10.9% | 0.28% | +3.7% |
| Q3 2022 | $34,337,000 | +14.7% | 813,280 | +21.5% | 0.27% | +17.7% |
| Q2 2022 | $29,929,000 | +8.9% | 669,413 | +16.5% | 0.23% | +19.0% |
| Q1 2022 | $27,486,000 | +9.1% | 574,421 | +17.9% | 0.20% | +10.2% |
| Q4 2021 | $25,189,000 | +35.8% | 487,403 | +37.1% | 0.18% | +19.6% |
| Q2 2021 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q1 2021 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q4 2020 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q3 2020 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q2 2020 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q1 2020 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q4 2019 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q3 2019 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q2 2019 | $18,553,000 | 0.0% | 355,428 | 0.0% | 0.15% | 0.0% |
| Q1 2019 | $18,553,000 | – | 355,428 | – | 0.15% | – |
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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% |