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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,172,319 | +25.6% | 76,423 | +30.4% | 0.37% | +27.4% |
| Q2 2023 | $2,524,902 | +85.9% | 58,596 | +88.5% | 0.29% | +83.4% |
| Q1 2023 | $1,357,886 | -0.3% | 31,080 | -2.6% | 0.16% | -0.6% |
| Q4 2022 | $1,361,644 | -7.1% | 31,926 | -8.1% | 0.16% | -15.1% |
| Q3 2022 | $1,466,000 | -14.4% | 34,723 | -9.4% | 0.19% | -10.6% |
| Q2 2022 | $1,713,000 | -19.5% | 38,317 | -13.8% | 0.21% | -10.0% |
| Q1 2022 | $2,128,000 | -15.5% | 44,462 | -8.8% | 0.23% | -8.3% |
| Q4 2021 | $2,519,000 | -6.1% | 48,743 | -5.7% | 0.25% | -52.8% |
| Q3 2021 | $2,684,000 | -14.9% | 51,699 | -14.5% | 0.53% | -14.3% |
| Q2 2021 | $3,155,000 | -21.7% | 60,445 | -23.2% | 0.62% | -26.4% |
| Q1 2021 | $4,027,000 | -6.8% | 78,657 | -2.2% | 0.85% | -12.4% |
| Q4 2020 | $4,320,000 | -7.5% | 80,458 | -7.2% | 0.97% | -17.4% |
| Q3 2020 | $4,669,000 | -9.7% | 86,745 | -9.7% | 1.17% | -15.9% |
| Q2 2020 | $5,168,000 | -13.9% | 96,030 | -17.3% | 1.39% | -25.1% |
| Q1 2020 | $5,999,000 | -12.0% | 116,156 | -11.0% | 1.86% | +5.7% |
| Q4 2019 | $6,818,000 | -14.1% | 130,488 | -14.0% | 1.76% | -21.5% |
| Q3 2019 | $7,936,000 | -5.0% | 151,792 | -6.9% | 2.24% | -7.4% |
| Q2 2019 | $8,353,000 | +9.5% | 163,018 | +6.5% | 2.42% | +3.0% |
| Q1 2019 | $7,631,000 | +14.5% | 153,140 | +10.8% | 2.35% | +2.8% |
| Q4 2018 | $6,662,000 | -2.4% | 138,152 | -2.1% | 2.28% | +5.5% |
| Q3 2018 | $6,827,000 | +6.0% | 141,163 | +6.2% | 2.16% | -2.9% |
| Q2 2018 | $6,443,000 | +13.8% | 132,963 | +15.7% | 2.23% | -0.7% |
| Q1 2018 | $5,663,000 | +6.0% | 114,872 | +9.1% | 2.24% | +7.9% |
| Q4 2017 | $5,342,000 | – | 105,326 | – | 2.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |