WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18 | -52.6% | 428 | -50.9% | 0.00% | -50.0% |
| Q2 2023 | $38 | -7.3% | 872 | -6.2% | 0.00% | 0.0% |
| Q1 2023 | $41 | 0.0% | 930 | -4.1% | 0.00% | -33.3% |
| Q4 2022 | $41 | -100.0% | 970 | -60.2% | 0.00% | -57.1% |
| Q3 2022 | $103,000 | -4.6% | 2,438 | +0.7% | 0.01% | -12.5% |
| Q2 2022 | $108,000 | -6.1% | 2,420 | +0.6% | 0.01% | +14.3% |
| Q1 2022 | $115,000 | -7.3% | 2,406 | +0.5% | 0.01% | -12.5% |
| Q4 2021 | $124,000 | -7.5% | 2,395 | -7.5% | 0.01% | -11.1% |
| Q3 2021 | $134,000 | -21.6% | 2,588 | -20.9% | 0.01% | -18.2% |
| Q2 2021 | $171,000 | -8.6% | 3,273 | -10.2% | 0.01% | -15.4% |
| Q1 2021 | $187,000 | – | 3,644 | – | 0.01% | – |
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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% |