WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 147 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,537 | -1.0% | 222 | 0.0% | 0.00% | – |
Q1 2024 | $9,635 | -20.1% | 222 | -19.0% | 0.00% | -100.0% |
Q4 2023 | $12,061 | -22.5% | 274 | -26.9% | 0.00% | 0.0% |
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SimpliFi, Inc. | 841,265 | $36,140,763 | 16.69% |
Schwallier Wealth Management LLC | 240,950 | $10,351,192 | 8.41% |
Prestige Wealth Management Group LLC | 582,481 | $25,023,397 | 5.40% |
INVENIO WEALTH PARTNERS LLC | 218,036 | $9,366,827 | 4.64% |
Symphony Financial, Ltd. Co. | 335,278 | $14,460,526 | 2.64% |
Oxinas Partners Wealth Management LLC | 81,890 | $3,517,998 | 2.34% |
GSB Wealth Management, LLC | 149,281 | $6,413,108 | 1.75% |
Trilogy Capital Inc. | 748,035 | $32,135,567 | 1.74% |
AMERICAN FINANCIAL & TAX STRATEGIES INC | 70,842 | $3,043,372 | 1.60% |
Smartleaf Asset Management LLC | 195,085 | $8,414,016 | 1.38% |