WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 170 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,301 | +4.3% | 13,016 | +8.2% | 0.01% | +25.0% |
| Q2 2023 | $518,207 | +20.6% | 12,026 | +22.3% | 0.00% | 0.0% |
| Q1 2023 | $429,768 | +8.8% | 9,837 | +6.2% | 0.00% | 0.0% |
| Q4 2022 | $395,158 | +45.8% | 9,265 | +44.3% | 0.00% | -20.0% |
| Q3 2022 | $271,000 | +11.1% | 6,421 | +17.8% | 0.01% | +25.0% |
| Q2 2022 | $244,000 | -36.0% | 5,452 | -31.6% | 0.00% | -20.0% |
| Q1 2022 | $381,000 | -34.5% | 7,967 | -29.2% | 0.01% | -37.5% |
| Q4 2021 | $582,000 | -3.5% | 11,252 | -3.2% | 0.01% | -20.0% |
| Q3 2021 | $603,000 | +6.5% | 11,623 | +7.2% | 0.01% | +11.1% |
| Q2 2021 | $566,000 | +39.1% | 10,845 | +36.3% | 0.01% | +12.5% |
| Q1 2021 | $407,000 | -34.4% | 7,958 | -31.0% | 0.01% | -33.3% |
| Q4 2020 | $620,000 | – | 11,540 | – | 0.01% | – |
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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% |