WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 143 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $828,000 | -94.2% | 19,622 | -93.9% | 0.06% | -94.2% |
| Q2 2022 | $14,306,000 | +60.3% | 319,963 | +71.5% | 1.05% | +74.0% |
| Q1 2022 | $8,925,000 | +54.2% | 186,517 | +66.5% | 0.60% | +29.8% |
| Q4 2021 | $5,788,000 | +59.9% | 112,003 | +60.7% | 0.46% | +46.5% |
| Q3 2021 | $3,619,000 | -4.5% | 69,708 | -3.9% | 0.32% | -6.0% |
| Q2 2021 | $3,788,000 | +9.4% | 72,558 | +7.3% | 0.34% | -2.6% |
| Q1 2021 | $3,463,000 | – | 67,640 | – | 0.34% | – |
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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% |