WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,567 | -54.8% | 375 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $34,403 | +88.6% | 750 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $18,244 | +65.0% | 375 | -99.8% | 0.00% | -99.7% |
| Q4 2022 | $11,055 | -99.9% | 226,919 | -5.3% | 0.30% | -3.0% |
| Q3 2022 | $11,680,000 | +1.6% | 239,713 | +1.5% | 0.30% | -16.0% |
| Q2 2022 | $11,500,000 | -40.9% | 236,087 | -40.9% | 0.36% | +49.0% |
| Q1 2022 | $19,474,000 | +302.4% | 399,686 | +327.5% | 0.24% | +155.8% |
| Q4 2021 | $4,840,000 | +7.5% | 93,497 | +8.2% | 0.10% | +5.6% |
| Q3 2021 | $4,501,000 | +4.9% | 86,441 | +4.9% | 0.09% | +1.1% |
| Q2 2021 | $4,291,000 | -40.6% | 82,401 | -41.6% | 0.09% | -36.9% |
| Q1 2021 | $7,224,000 | +18.7% | 141,104 | +24.5% | 0.14% | -42.9% |
| Q4 2020 | $6,086,000 | +3.6% | 113,359 | +3.8% | 0.25% | -29.6% |
| Q3 2020 | $5,877,000 | +36.0% | 109,180 | +35.8% | 0.35% | +2.3% |
| Q2 2020 | $4,322,000 | +5.6% | 80,382 | -0.1% | 0.34% | -16.9% |
| Q1 2020 | $4,092,000 | -33.5% | 80,488 | -31.6% | 0.41% | -10.8% |
| Q4 2019 | $6,155,000 | +6.3% | 117,704 | +6.2% | 0.46% | +19.3% |
| Q3 2019 | $5,791,000 | +11036.5% | 110,801 | +10452.5% | 0.39% | +5442.9% |
| Q1 2019 | $52,000 | -96.4% | 1,050 | -96.5% | 0.01% | -92.0% |
| Q4 2018 | $1,437,000 | -9.5% | 29,865 | -9.0% | 0.09% | +35.4% |
| Q3 2018 | $1,587,000 | +2.3% | 32,808 | +2.5% | 0.06% | 0.0% |
| Q2 2018 | $1,551,000 | +27.5% | 32,009 | +33.5% | 0.06% | +18.2% |
| Q1 2018 | $1,216,000 | 0.0% | 23,975 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $1,216,000 | +53.3% | 23,975 | +53.3% | 0.06% | +77.4% |
| Q3 2017 | $793,000 | +43.9% | 15,636 | +43.3% | 0.03% | +34.8% |
| Q2 2017 | $551,000 | +9083.3% | 10,909 | +8627.2% | 0.02% | – |
| Q1 2017 | $6,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q4 2016 | $6,000 | -88.5% | 125 | -88.1% | 0.00% | -100.0% |
| Q1 2016 | $52,000 | – | 1,050 | – | 0.01% | – |
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% |