Capstone Financial Advisors, Inc. - WISDOMTREE TR ownership

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
Capstone Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$287,000
-98.1%
6,414
-98.0%
0.02%
-97.8%
Q1 2022$15,315,000
+99.6%
320,063
+115.5%
1.11%
+100.4%
Q4 2021$7,674,000
+471.4%
148,495
+433.3%
0.56%
+105.6%
Q4 2018$1,343,00027,8420.27%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
SimpliFi, Inc. 862,713$35,811,20617.65%
Prestige Wealth Management Group LLC 568,269$23,588,8495.82%
KLR INVESTMENT ADVISORS, LLC 112,849$4,930,3804.48%
INVENIO WEALTH PARTNERS LLC 67,602$2,806,1592.55%
Symphony Financial, Ltd. Co. 196,280$8,098,5031.98%
Trilogy Capital Inc. 604,662$25,099,5301.70%
Oxinas Partners Wealth Management LLC 47,620$1,976,6981.47%
Truadvice, LLC 83,896$3,493,4291.37%
3D/L Capital Management, LLC 98,592$4,092,5581.33%
My Legacy Advisors, LLC 72,432$2,945,8021.20%
View complete list of WISDOMTREE TR shareholders