WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 159 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $3,052,787 | +4.1% | 69,350 | -1.9% | 0.31% | -7.9% |
Q3 2023 | $2,933,512 | -6.1% | 70,670 | -2.5% | 0.34% | -22.9% |
Q2 2023 | $3,123,292 | -9.6% | 72,483 | -8.9% | 0.44% | +83.4% |
Q4 2022 | $3,454,293 | -5.9% | 79,592 | -1.4% | 0.24% | -5.5% |
Q1 2022 | $3,671,000 | -6.1% | 80,690 | +3.7% | 0.26% | -1.2% |
Q4 2021 | $3,911,000 | -3.6% | 77,797 | -0.5% | 0.26% | -4.4% |
Q3 2021 | $4,059,000 | +0.0% | 78,188 | +1.1% | 0.27% | -5.3% |
Q2 2021 | $4,057,000 | +5.7% | 77,372 | +4.5% | 0.28% | -4.4% |
Q1 2021 | $3,837,000 | -8.9% | 74,059 | -6.6% | 0.30% | -16.8% |
Q4 2020 | $4,213,000 | +1.6% | 79,301 | +2.5% | 0.36% | -11.4% |
Q3 2020 | $4,146,000 | -9.2% | 77,359 | -8.4% | 0.40% | -14.6% |
Q2 2020 | $4,566,000 | +3.4% | 84,417 | +1.3% | 0.47% | -17.5% |
Q1 2020 | $4,415,000 | -10.9% | 83,302 | -10.6% | 0.57% | -2.1% |
Q4 2019 | $4,956,000 | +1.1% | 93,169 | -1.3% | 0.58% | -12.7% |
Q3 2019 | $4,903,000 | -1.9% | 94,387 | -1.4% | 0.67% | -11.0% |
Q2 2019 | $5,000,000 | -1.7% | 95,680 | -5.8% | 0.75% | -5.2% |
Q1 2019 | $5,087,000 | +3.7% | 101,566 | +1.5% | 0.79% | +0.6% |
Q4 2018 | $4,904,000 | +0.9% | 100,046 | -2.5% | 0.79% | -11.0% |
Q3 2018 | $4,860,000 | -1.5% | 102,628 | +0.8% | 0.89% | -12.4% |
Q2 2018 | $4,935,000 | -1.1% | 101,836 | +0.6% | 1.01% | -7.6% |
Q1 2018 | $4,989,000 | +22.3% | 101,195 | +25.9% | 1.10% | +0.3% |
Q4 2017 | $4,078,000 | – | 80,397 | – | 1.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SimpliFi, Inc. | 685,631 | $36,901,000 | 18.38% |
Leicht Financial Planning & Wealth Management, Inc. | 315,586 | $16,981,000 | 12.61% |
Lee Financial Group Hawaii, Inc. | 273,447 | $14,717,000 | 12.21% |
Prestige Wealth Management Group LLC | 698,427 | $37,589,000 | 11.35% |
HORIZON FINANCIAL SERVICES, LLC | 207,496 | $11,167,000 | 10.85% |
3D ASSET MANAGEMENT, INC | 579,617 | $31,195,000 | 8.68% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 207,460 | $11,165,000 | 7.84% |
Private Wealth Strategies, L.L.C. | 386,659 | $20,809,000 | 7.29% |
Clearwater Capital Advisors, LLC | 353,449 | $19,023,000 | 2.99% |
Miracle Mile Advisors, LLC | 729,909 | $39,284,000 | 2.74% |