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 2022 | $265,000 | -5.4% | 6,279 | +0.4% | 0.05% | 0.0% |
| Q2 2022 | $280,000 | -58.1% | 6,257 | -55.3% | 0.05% | -61.0% |
| Q1 2022 | $669,000 | -8.1% | 13,987 | -0.7% | 0.12% | -9.9% |
| Q4 2021 | $728,000 | -8.8% | 14,079 | -8.4% | 0.13% | -21.1% |
| Q3 2021 | $798,000 | -23.8% | 15,365 | -23.4% | 0.17% | -28.1% |
| Q2 2021 | $1,047,000 | +1.0% | 20,051 | -1.0% | 0.23% | -11.5% |
| Q1 2021 | $1,037,000 | +12.6% | 20,256 | +18.1% | 0.26% | -81.7% |
| Q4 2020 | $921,000 | -28.6% | 17,147 | -28.5% | 1.42% | +206.9% |
| Q3 2020 | $1,290,000 | +36.7% | 23,976 | +36.7% | 0.46% | -75.6% |
| Q2 2020 | $944,000 | -41.3% | 17,538 | -43.6% | 1.90% | +143.0% |
| Q1 2020 | $1,608,000 | -49.8% | 31,123 | -49.2% | 0.78% | -38.3% |
| Q4 2019 | $3,203,000 | -2.9% | 61,294 | -3.0% | 1.27% | -7.1% |
| Q3 2019 | $3,300,000 | +26.0% | 63,208 | +23.8% | 1.36% | +19.9% |
| Q2 2019 | $2,620,000 | +29.1% | 51,060 | +25.4% | 1.14% | +21.5% |
| Q1 2019 | $2,029,000 | +2.8% | 40,713 | -0.5% | 0.94% | -5.0% |
| Q4 2018 | $1,974,000 | – | 40,932 | – | 0.99% | – |
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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% |