WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $35,440 | +786.0% | 830 | +764.6% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 96 | +9.1% | 0.00% | – |
| Q1 2021 | $5,000 | -94.2% | 88 | -94.5% | 0.00% | -100.0% |
| Q4 2020 | $86,000 | +2.4% | 1,607 | +2.8% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | 0.0% | 1,563 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $84,000 | -86.5% | 1,563 | -87.0% | 0.01% | -90.0% |
| Q1 2020 | $620,000 | +539.2% | 12,020 | +544.8% | 0.05% | +614.3% |
| Q4 2019 | $97,000 | +1840.0% | 1,864 | +2018.2% | 0.01% | – |
| Q3 2019 | $5,000 | 0.0% | 88 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | – | 88 | – | 0.00% | – |
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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% |