WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 138 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SimpliFi, Inc. | 541,797 | $27,984,000 | 17.50% |
Lee Financial Group Hawaii, Inc. | 266,081 | $13,743,000 | 15.76% |
Prestige Wealth Management Group LLC | 681,578 | $35,203,000 | 14.85% |
3D ASSET MANAGEMENT, INC | 690,246 | $35,651,000 | 10.61% |
Private Wealth Strategies, L.L.C. | 363,371 | $18,766,000 | 9.36% |
Blue Zone Wealth Advisors, LLC | 127,303 | $6,575,000 | 6.16% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 103,774 | $5,360,000 | 4.43% |
ASHFORD CAPITAL MANAGEMENT INC | 431,499 | $22,287,000 | 3.93% |
Miracle Mile Advisors, LLC | 572,576 | $29,574,000 | 3.17% |
RFG Advisory, LLC | 314,442 | $16,241,000 | 3.05% |