WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $21,674,000 | -3.9% | 453,710 | +3.8% | 0.61% | -7.8% |
| Q4 2021 | $22,552,000 | +4.7% | 437,058 | +5.2% | 0.67% | +18.3% |
| Q3 2021 | $21,533,000 | -2.7% | 415,379 | -2.2% | 0.56% | -14.4% |
| Q2 2021 | $22,130,000 | +10.2% | 424,678 | +8.3% | 0.66% | -10.8% |
| Q1 2021 | $20,080,000 | -71.8% | 392,180 | -70.4% | 0.74% | -71.0% |
| Q3 2020 | $71,285,000 | -41.1% | 1,326,975 | -41.1% | 2.54% | -14.7% |
| Q2 2020 | $120,996,000 | +204.6% | 2,251,929 | +192.1% | 2.98% | +53.7% |
| Q1 2020 | $39,729,000 | +78.7% | 770,985 | +81.2% | 1.94% | +98.9% |
| Q4 2019 | $22,231,000 | -54.8% | 425,466 | -54.9% | 0.98% | -51.1% |
| Q3 2019 | $49,203,000 | -13.1% | 943,486 | -14.6% | 1.99% | +26.5% |
| Q2 2019 | $56,624,000 | +17.2% | 1,105,071 | +13.6% | 1.58% | -8.5% |
| Q1 2019 | $48,316,000 | – | 972,356 | – | 1.72% | – |
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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% |