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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
KWB Wealth | 289,900 | $12,961,000 | 2.50% |
Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |