WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,095,898 | -3.7% | 50,491 | -0.0% | 0.08% | -1.2% |
Q2 2023 | $2,176,447 | +28.2% | 50,509 | +30.0% | 0.08% | +18.6% |
Q1 2023 | $1,697,304 | -25.7% | 38,849 | -27.5% | 0.07% | -31.4% |
Q4 2022 | $2,285,823 | +6.7% | 53,595 | +5.6% | 0.10% | -7.3% |
Q3 2022 | $2,142,000 | +1.3% | 50,739 | +7.3% | 0.11% | -21.4% |
Q2 2022 | $2,115,000 | -1.8% | 47,298 | +5.1% | 0.14% | +15.7% |
Q1 2022 | $2,154,000 | +121.6% | 45,022 | +139.5% | 0.12% | +137.3% |
Q4 2021 | $972,000 | -7.6% | 18,799 | -7.3% | 0.05% | -17.7% |
Q3 2021 | $1,052,000 | +68.9% | 20,271 | +70.0% | 0.06% | -6.1% |
Q4 2019 | $623,000 | +6.7% | 11,927 | +6.8% | 0.07% | -14.3% |
Q3 2019 | $584,000 | +5.0% | 11,165 | +2.9% | 0.08% | +6.9% |
Q2 2019 | $556,000 | -5.9% | 10,850 | -8.5% | 0.07% | -18.2% |
Q1 2019 | $591,000 | +6.5% | 11,852 | +2.9% | 0.09% | -19.3% |
Q4 2018 | $555,000 | – | 11,518 | – | 0.11% | – |
Download |
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% |