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 | $1,259,819 | +0.8% | 30,348 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $1,249,458 | -14.6% | 28,997 | -13.4% | 0.00% | -33.3% |
| Q1 2023 | $1,463,730 | +0.4% | 33,503 | -1.9% | 0.00% | 0.0% |
| Q4 2022 | $1,458,000 | -1.6% | 34,159 | -2.5% | 0.00% | 0.0% |
| Q3 2022 | $1,481,000 | +11.7% | 35,052 | +18.1% | 0.00% | 0.0% |
| Q2 2022 | $1,326,000 | -73.8% | 29,669 | -72.0% | 0.00% | -70.0% |
| Q1 2022 | $5,069,000 | -7.9% | 105,895 | -0.6% | 0.01% | 0.0% |
| Q4 2021 | $5,506,000 | +7.7% | 106,518 | +8.2% | 0.01% | -9.1% |
| Q3 2021 | $5,113,000 | +14.4% | 98,430 | +15.1% | 0.01% | +10.0% |
| Q2 2021 | $4,468,000 | +6.7% | 85,549 | +4.6% | 0.01% | 0.0% |
| Q1 2021 | $4,189,000 | +0.5% | 81,798 | +5.4% | 0.01% | -9.1% |
| Q4 2020 | $4,169,000 | -68.5% | 77,616 | -68.5% | 0.01% | -72.5% |
| Q3 2020 | $13,253,000 | +22.0% | 246,227 | +22.0% | 0.04% | +11.1% |
| Q2 2020 | $10,863,000 | -10.3% | 201,803 | -13.9% | 0.04% | -28.0% |
| Q1 2020 | $12,106,000 | – | 234,286 | – | 0.05% | – |
Download | ||||||
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% |