WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 172 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |