WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $752 | -0.9% | 17,494 | +1.2% | 0.10% | -3.8% |
| Q1 2023 | $759 | -1.6% | 17,286 | -4.3% | 0.11% | +1.0% |
| Q4 2022 | $771 | -99.9% | 18,066 | -0.9% | 0.10% | -12.5% |
| Q3 2022 | $772,000 | -5.3% | 18,229 | -0.5% | 0.12% | -0.8% |
| Q2 2022 | $815,000 | -3.1% | 18,317 | +4.4% | 0.12% | +8.0% |
| Q1 2022 | $841,000 | -2.1% | 17,549 | +4.9% | 0.11% | 0.0% |
| Q4 2021 | $859,000 | -7.2% | 16,727 | -5.3% | 0.11% | -9.7% |
| Q3 2021 | $926,000 | 0.0% | 17,656 | +0.8% | 0.12% | -5.3% |
| Q2 2021 | $926,000 | -2.3% | 17,520 | -1.5% | 0.13% | -11.5% |
| Q1 2021 | $948,000 | 0.0% | 17,783 | 0.0% | 0.15% | 0.0% |
| Q4 2020 | $948,000 | +4.1% | 17,783 | +5.1% | 0.15% | -9.2% |
| Q3 2020 | $911,000 | +13.9% | 16,925 | +13.9% | 0.16% | +5.8% |
| Q2 2020 | $800,000 | -50.1% | 14,866 | -51.8% | 0.15% | +20.3% |
| Q1 2020 | $1,603,000 | +116.6% | 30,832 | +117.8% | 0.13% | +37.6% |
| Q4 2019 | $740,000 | – | 14,159 | – | 0.09% | – |
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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% |