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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $225,000 | -7.4% | 4,700 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $243,000 | -0.4% | 4,700 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $244,000 | -0.4% | 4,700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $245,000 | +1.7% | 4,700 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $241,000 | -4.4% | 4,700 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $252,000 | -0.4% | 4,700 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $253,000 | 0.0% | 4,700 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $253,000 | +181.1% | 4,700 | +154.1% | 0.01% | +333.3% |
| Q2 2018 | $90,000 | -1.1% | 1,850 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $91,000 | -20.2% | 1,850 | -17.8% | 0.00% | -25.0% |
| Q4 2017 | $114,000 | – | 2,250 | – | 0.00% | – |
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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% |