WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,428 | -2.4% | 8,707 | +0.6% | 0.09% | +1.1% |
| Q2 2023 | $370,391 | +0.1% | 8,654 | +2.2% | 0.09% | -3.3% |
| Q1 2023 | $369,923 | +10.2% | 8,467 | +7.6% | 0.09% | +3.4% |
| Q4 2022 | $335,741 | +4.3% | 7,872 | +3.1% | 0.09% | -4.3% |
| Q3 2022 | $322,000 | -21.3% | 7,632 | -16.6% | 0.09% | -19.8% |
| Q2 2022 | $409,000 | -2.2% | 9,156 | +4.9% | 0.12% | +2.7% |
| Q1 2022 | $418,000 | -5.4% | 8,730 | +2.1% | 0.11% | -1.7% |
| Q4 2021 | $442,000 | -0.9% | 8,553 | -0.5% | 0.12% | -5.7% |
| Q3 2021 | $446,000 | -0.4% | 8,595 | +0.1% | 0.12% | -1.6% |
| Q2 2021 | $448,000 | +81.4% | 8,584 | +86.9% | 0.12% | +65.3% |
| Q1 2021 | $247,000 | +6.0% | 4,593 | +6.2% | 0.08% | -5.1% |
| Q4 2020 | $233,000 | 0.0% | 4,324 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $233,000 | +1.7% | 4,324 | +1.4% | 0.08% | -3.7% |
| Q2 2020 | $229,000 | -6.1% | 4,264 | -9.6% | 0.08% | -18.0% |
| Q1 2020 | $244,000 | – | 4,717 | – | 0.10% | – |
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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% |