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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $256,728 | +11.7% | 5,876 | +9.0% | 0.02% | -6.2% |
| Q4 2022 | $229,875 | -41.2% | 5,390 | -41.8% | 0.02% | -46.7% |
| Q3 2022 | $391,000 | -9.9% | 9,267 | -4.5% | 0.03% | -9.1% |
| Q2 2022 | $434,000 | -13.2% | 9,706 | -7.1% | 0.03% | -5.7% |
| Q1 2022 | $500,000 | -30.3% | 10,452 | -24.7% | 0.04% | -31.4% |
| Q4 2021 | $717,000 | -3.5% | 13,874 | -3.0% | 0.05% | -8.9% |
| Q3 2021 | $743,000 | -0.7% | 14,309 | -0.2% | 0.06% | -5.1% |
| Q2 2021 | $748,000 | +2.3% | 14,332 | +0.4% | 0.06% | -13.2% |
| Q1 2021 | $731,000 | +36.6% | 14,275 | +43.4% | 0.07% | +36.0% |
| Q4 2020 | $535,000 | +5.3% | 9,958 | +5.4% | 0.05% | -13.8% |
| Q3 2020 | $508,000 | +7.6% | 9,444 | +7.7% | 0.06% | -9.4% |
| Q2 2020 | $472,000 | +32.6% | 8,772 | +27.3% | 0.06% | -1.5% |
| Q1 2020 | $356,000 | +16.7% | 6,892 | +18.2% | 0.06% | +54.8% |
| Q4 2019 | $305,000 | – | 5,833 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |