WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 143 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,930 | -35.2% | 15,874 | -32.7% | 0.09% | -34.1% |
| Q2 2023 | $1,016,666 | -23.4% | 23,594 | -22.3% | 0.13% | -24.1% |
| Q1 2023 | $1,327,041 | -15.9% | 30,374 | -17.9% | 0.17% | -18.3% |
| Q4 2022 | $1,577,794 | -42.1% | 36,994 | -42.7% | 0.21% | -45.7% |
| Q3 2022 | $2,727,000 | +22.0% | 64,581 | +29.1% | 0.39% | +34.7% |
| Q2 2022 | $2,236,000 | -15.1% | 50,019 | -9.1% | 0.29% | -0.3% |
| Q1 2022 | $2,634,000 | +237.7% | 55,056 | +264.7% | 0.29% | +251.8% |
| Q4 2021 | $780,000 | -5.5% | 15,098 | -5.0% | 0.08% | -16.2% |
| Q3 2021 | $825,000 | -0.6% | 15,898 | 0.0% | 0.10% | -6.6% |
| Q2 2021 | $830,000 | +95.8% | 15,898 | +92.1% | 0.11% | +86.0% |
| Q1 2021 | $424,000 | -1.4% | 8,278 | +3.4% | 0.06% | -8.1% |
| Q4 2020 | $430,000 | -0.2% | 8,008 | 0.0% | 0.06% | -8.8% |
| Q3 2020 | $431,000 | -1.4% | 8,008 | -1.3% | 0.07% | -13.9% |
| Q2 2020 | $437,000 | +7.9% | 8,111 | +3.4% | 0.08% | +2.6% |
| Q1 2020 | $405,000 | -30.2% | 7,848 | -29.3% | 0.08% | -24.5% |
| Q4 2019 | $580,000 | -0.2% | 11,108 | 0.0% | 0.10% | -8.1% |
| Q3 2019 | $581,000 | +0.5% | 11,108 | -1.6% | 0.11% | +1.8% |
| Q2 2019 | $578,000 | +2.8% | 11,288 | 0.0% | 0.11% | -11.4% |
| Q1 2019 | $562,000 | -6.8% | 11,288 | -9.8% | 0.12% | -17.4% |
| Q4 2018 | $603,000 | – | 12,508 | – | 0.15% | – |
Download | ||||||
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% |