WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,545 | -3.7% | 5,867 | -0.1% | 0.02% | -4.8% |
| Q2 2023 | $252,971 | -1.1% | 5,871 | +0.3% | 0.02% | -8.7% |
| Q1 2023 | $255,681 | +2.8% | 5,852 | +0.3% | 0.02% | -14.8% |
| Q4 2022 | $248,832 | -32.2% | 5,834 | -32.8% | 0.03% | -41.3% |
| Q3 2022 | $367,000 | -4.7% | 8,681 | +0.7% | 0.05% | -23.3% |
| Q2 2022 | $385,000 | +7.5% | 8,618 | +15.3% | 0.06% | +39.5% |
| Q1 2022 | $358,000 | -6.8% | 7,472 | +0.4% | 0.04% | +26.5% |
| Q4 2021 | $384,000 | -2.5% | 7,440 | -2.1% | 0.03% | -15.0% |
| Q3 2021 | $394,000 | +33.1% | 7,598 | +34.2% | 0.04% | +33.3% |
| Q2 2021 | $296,000 | +0.3% | 5,661 | -1.8% | 0.03% | -14.3% |
| Q1 2021 | $295,000 | – | 5,765 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |