WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $748 | -2.7% | 18,022 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $769 | -12.1% | 17,846 | -10.9% | 0.00% | -33.3% |
| Q1 2023 | $875 | +8.3% | 20,032 | +5.7% | 0.00% | 0.0% |
| Q4 2022 | $808 | -99.9% | 18,952 | +5.1% | 0.00% | 0.0% |
| Q3 2022 | $806,000 | 0.0% | 18,034 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $806,000 | +8.8% | 18,034 | +16.5% | 0.00% | +50.0% |
| Q1 2022 | $741,000 | +52.5% | 15,477 | +64.7% | 0.00% | 0.0% |
| Q4 2021 | $486,000 | – | 9,397 | – | 0.00% | – |
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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% |