WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 138 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,813,651 | +4.5% | 42,524 | +3.5% | 0.19% | -7.5% |
| Q3 2022 | $1,735,000 | -2.5% | 41,085 | +3.2% | 0.20% | +0.5% |
| Q2 2022 | $1,780,000 | -6.9% | 39,805 | -0.4% | 0.20% | +8.7% |
| Q1 2022 | $1,912,000 | -7.9% | 39,957 | -0.5% | 0.18% | -6.1% |
| Q4 2021 | $2,075,000 | +69066.7% | 40,148 | +61666.2% | 0.20% | – |
| Q3 2020 | $3,000 | +50.0% | 65 | +18.2% | 0.00% | – |
| Q2 2020 | $2,000 | – | 55 | – | 0.00% | – |
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% |