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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $200,000 | -97.4% | 4,476 | -97.2% | 0.01% | -97.1% |
| Q1 2022 | $7,656,000 | -41.2% | 159,996 | -36.5% | 0.17% | -40.6% |
| Q4 2021 | $13,016,000 | +52.2% | 251,859 | +52.9% | 0.29% | +32.1% |
| Q3 2021 | $8,551,000 | +4.5% | 164,693 | +5.0% | 0.22% | +6.9% |
| Q2 2021 | $8,185,000 | +19.0% | 156,799 | +16.7% | 0.20% | +7.4% |
| Q1 2021 | $6,876,000 | -38.8% | 134,306 | -35.8% | 0.19% | -42.9% |
| Q4 2020 | $11,231,000 | +4.3% | 209,176 | +4.6% | 0.33% | -5.7% |
| Q3 2020 | $10,766,000 | +10.4% | 200,034 | +10.4% | 0.35% | +1.4% |
| Q2 2020 | $9,756,000 | +1299.7% | 181,267 | +1243.7% | 0.35% | +987.5% |
| Q1 2020 | $697,000 | +66.7% | 13,490 | +68.8% | 0.03% | +100.0% |
| Q4 2019 | $418,000 | +770.8% | 7,992 | +699.2% | 0.02% | +700.0% |
| Q3 2018 | $48,000 | -2.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $49,000 | -3.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $51,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
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% |