WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 45 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,447 | -53.7% | 15,862 | -51.9% | 0.00% | -50.0% |
| Q2 2023 | $1,420,788 | -25.5% | 32,973 | -24.4% | 0.00% | -33.3% |
| Q1 2023 | $1,905,959 | -49.3% | 43,625 | -50.5% | 0.00% | -50.0% |
| Q4 2022 | $3,757,803 | -51.4% | 88,108 | -51.9% | 0.01% | -53.8% |
| Q3 2022 | $7,731,000 | -24.3% | 183,108 | -19.8% | 0.01% | -23.5% |
| Q2 2022 | $10,213,000 | -35.9% | 228,437 | -31.4% | 0.02% | -32.0% |
| Q1 2022 | $15,925,000 | -24.5% | 332,803 | -18.4% | 0.02% | -26.5% |
| Q4 2021 | $21,080,000 | +4979.5% | 407,901 | +4998.1% | 0.03% | +3300.0% |
| Q3 2021 | $415,000 | -25.8% | 8,001 | -26.8% | 0.00% | 0.0% |
| Q1 2021 | $559,000 | -8.4% | 10,923 | -3.9% | 0.00% | 0.0% |
| Q4 2020 | $610,000 | -19.1% | 11,365 | -18.9% | 0.00% | -50.0% |
| Q3 2020 | $754,000 | -16.7% | 14,015 | -16.7% | 0.00% | -33.3% |
| Q2 2020 | $905,000 | -3.1% | 16,822 | -7.0% | 0.00% | 0.0% |
| Q1 2020 | $934,000 | -25.6% | 18,090 | -24.7% | 0.00% | -25.0% |
| Q4 2019 | $1,256,000 | +21.2% | 24,039 | +21.3% | 0.00% | +33.3% |
| Q3 2019 | $1,036,000 | -4.3% | 19,823 | -6.2% | 0.00% | -25.0% |
| Q2 2019 | $1,083,000 | +2.8% | 21,132 | +0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,053,000 | -26.0% | 21,125 | -28.4% | 0.00% | -33.3% |
| Q4 2018 | $1,423,000 | +46.5% | 29,507 | +47.0% | 0.01% | +50.0% |
| Q3 2018 | $971,000 | -2.3% | 20,074 | -2.2% | 0.00% | 0.0% |
| Q2 2018 | $994,000 | +3.9% | 20,518 | +5.7% | 0.00% | 0.0% |
| Q1 2018 | $957,000 | +7.4% | 19,406 | +10.5% | 0.00% | 0.0% |
| Q4 2017 | $891,000 | +80.4% | 17,562 | +80.3% | 0.00% | +100.0% |
| Q3 2017 | $494,000 | – | 9,742 | – | 0.00% | – |
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% |