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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,803,055 | -4.3% | 89,169 | -5.3% | 0.37% | -12.2% |
| Q3 2022 | $3,974,000 | -1.0% | 94,126 | +4.8% | 0.42% | +0.2% |
| Q2 2022 | $4,014,000 | -1.4% | 89,784 | +5.6% | 0.42% | +12.1% |
| Q1 2022 | $4,070,000 | -6.1% | 85,048 | +1.4% | 0.37% | -2.9% |
| Q4 2021 | $4,334,000 | +1.3% | 83,855 | +1.8% | 0.38% | -7.5% |
| Q3 2021 | $4,277,000 | +1.6% | 82,383 | +2.1% | 0.42% | -1.7% |
| Q2 2021 | $4,211,000 | +95.7% | 80,673 | +101.3% | 0.42% | +73.7% |
| Q4 2020 | $2,152,000 | +115.6% | 40,075 | +116.1% | 0.24% | +32.8% |
| Q2 2020 | $998,000 | +12.1% | 18,544 | +0.5% | 0.18% | -6.2% |
| Q4 2018 | $890,000 | +62.7% | 18,458 | +63.1% | 0.20% | +69.6% |
| Q3 2018 | $547,000 | – | 11,317 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |