WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |