WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,383,830 | +1.8% | 54,562 | -0.6% | 0.08% | -3.8% |
| Q4 2022 | $2,341,883 | -93.3% | 54,909 | -93.4% | 0.08% | -95.1% |
| Q3 2022 | $35,119,000 | -4.4% | 831,818 | +1.2% | 1.64% | -5.2% |
| Q2 2022 | $36,752,000 | +5.2% | 822,018 | +12.6% | 1.73% | +15.9% |
| Q1 2022 | $34,946,000 | +17.6% | 730,331 | +27.0% | 1.49% | +28.6% |
| Q4 2021 | $29,712,000 | -9.3% | 574,917 | -8.8% | 1.16% | -26.6% |
| Q3 2021 | $32,743,000 | +2.0% | 630,643 | +2.6% | 1.58% | -7.3% |
| Q2 2021 | $32,099,000 | -17.6% | 614,932 | -19.1% | 1.70% | -23.2% |
| Q1 2021 | $38,938,000 | -2.9% | 760,511 | +1.8% | 2.22% | -9.8% |
| Q4 2020 | $40,119,000 | +2.1% | 747,233 | +2.4% | 2.46% | -10.4% |
| Q3 2020 | $39,284,000 | +8.9% | 729,909 | +8.9% | 2.74% | -7.7% |
| Q2 2020 | $36,067,000 | +22.0% | 670,136 | +17.0% | 2.97% | -6.2% |
| Q1 2020 | $29,574,000 | -21.7% | 572,576 | -20.8% | 3.17% | +21.7% |
| Q4 2019 | $37,762,000 | – | 722,718 | – | 2.61% | – |
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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% |