WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,201,033 | -0.3% | 414,382 | +3.4% | 0.15% | +2.7% |
| Q2 2023 | $17,244,412 | +1.2% | 400,767 | +2.7% | 0.15% | -8.0% |
| Q1 2023 | $17,044,271 | +207.1% | 390,119 | +17.1% | 0.16% | -41.6% |
| Q4 2022 | $5,550,439 | -43.0% | 333,185 | +44.5% | 0.28% | +149.1% |
| Q3 2022 | $9,733,000 | -6.0% | 230,544 | -0.5% | 0.11% | +21.7% |
| Q2 2022 | $10,355,000 | +4.5% | 231,608 | +11.9% | 0.09% | +21.1% |
| Q1 2022 | $9,907,000 | -20.6% | 207,048 | -14.3% | 0.08% | -19.1% |
| Q4 2021 | $12,481,000 | -42.0% | 241,506 | -41.7% | 0.09% | -31.4% |
| Q3 2021 | $21,520,000 | +78.3% | 414,475 | +79.3% | 0.14% | +30.5% |
| Q2 2021 | $12,067,000 | +30.5% | 231,179 | +28.0% | 0.10% | +19.3% |
| Q1 2021 | $9,248,000 | +0.8% | 180,628 | +5.7% | 0.09% | -8.3% |
| Q4 2020 | $9,178,000 | +329.7% | 170,961 | +330.7% | 0.10% | +242.9% |
| Q3 2020 | $2,136,000 | +26.6% | 39,690 | +26.6% | 0.03% | +21.7% |
| Q2 2020 | $1,687,000 | +259.7% | 31,351 | +245.0% | 0.02% | +155.6% |
| Q1 2020 | $469,000 | -93.5% | 9,087 | -93.5% | 0.01% | -92.0% |
| Q3 2019 | $7,264,000 | +148.8% | 138,743 | +143.5% | 0.11% | +113.2% |
| Q2 2019 | $2,920,000 | -64.5% | 56,983 | -65.4% | 0.05% | -67.3% |
| Q1 2019 | $8,217,000 | +553.2% | 164,893 | +552.2% | 0.16% | +295.1% |
| Q4 2016 | $1,258,000 | – | 25,281 | – | 0.04% | – |
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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% |