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 | $3,501,161 | +22.2% | 84,345 | +26.9% | 0.06% | +19.2% |
| Q2 2023 | $2,864,666 | +11.6% | 66,481 | +13.2% | 0.05% | +6.1% |
| Q1 2023 | $2,566,045 | +131.4% | 58,733 | +176.5% | 0.05% | +133.3% |
| Q2 2021 | $1,109,000 | -15.9% | 21,245 | -17.5% | 0.02% | -27.6% |
| Q1 2021 | $1,319,000 | -35.8% | 25,759 | -32.5% | 0.03% | -58.6% |
| Q2 2020 | $2,054,000 | -66.8% | 38,158 | -69.3% | 0.07% | -73.3% |
| Q1 2019 | $6,185,000 | +856.0% | 124,123 | +824.8% | 0.26% | +803.4% |
| Q4 2018 | $647,000 | -55.4% | 13,421 | -55.3% | 0.03% | -49.1% |
| Q3 2018 | $1,451,000 | -82.2% | 29,994 | -82.2% | 0.06% | -84.1% |
| Q2 2018 | $8,172,000 | +8.5% | 168,640 | +10.3% | 0.36% | -1.4% |
| Q1 2018 | $7,535,000 | -1.1% | 152,848 | +1.8% | 0.36% | -3.7% |
| Q4 2017 | $7,616,000 | +8.7% | 150,156 | +8.7% | 0.38% | -1.0% |
| Q3 2017 | $7,007,000 | +6.8% | 138,159 | +6.3% | 0.38% | -4.7% |
| Q2 2017 | $6,562,000 | +6.9% | 129,941 | +5.4% | 0.40% | +0.2% |
| Q1 2017 | $6,139,000 | +13.7% | 123,229 | +13.2% | 0.40% | -2.9% |
| Q4 2016 | $5,397,000 | +2.3% | 108,864 | +7.3% | 0.41% | -15.1% |
| Q3 2016 | $5,274,000 | +35.1% | 101,426 | +35.8% | 0.48% | +15.2% |
| Q2 2016 | $3,905,000 | +53.6% | 74,697 | +48.5% | 0.42% | +45.7% |
| Q1 2016 | $2,543,000 | – | 50,306 | – | 0.29% | – |
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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% |