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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $218,368 | -17.3% | 5,120 | -18.3% | 0.05% | -23.3% |
| Q3 2022 | $264,000 | -27.7% | 6,264 | -23.2% | 0.06% | -25.0% |
| Q2 2022 | $365,000 | -27.4% | 8,161 | -22.4% | 0.08% | -22.3% |
| Q1 2022 | $503,000 | -82.4% | 10,512 | -81.0% | 0.10% | -82.9% |
| Q4 2021 | $2,865,000 | -0.4% | 55,443 | +0.1% | 0.60% | -8.8% |
| Q3 2021 | $2,876,000 | +8.9% | 55,390 | +9.5% | 0.66% | +1.7% |
| Q2 2021 | $2,641,000 | +7.2% | 50,587 | +5.2% | 0.65% | -0.3% |
| Q1 2021 | $2,463,000 | +12.6% | 48,106 | +18.1% | 0.65% | +6.0% |
| Q4 2020 | $2,188,000 | +4.6% | 40,750 | +4.9% | 0.62% | -14.3% |
| Q3 2020 | $2,091,000 | +99.9% | 38,847 | +100.0% | 0.72% | +74.9% |
| Q2 2020 | $1,046,000 | +9.2% | 19,427 | +4.7% | 0.41% | -13.1% |
| Q1 2020 | $958,000 | +166.1% | 18,555 | +169.2% | 0.47% | +287.7% |
| Q4 2019 | $360,000 | +8.1% | 6,892 | +8.1% | 0.12% | -16.4% |
| Q3 2019 | $333,000 | – | 6,373 | – | 0.15% | – |
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% |