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 | $443,646 | -30.3% | 10,659 | -27.9% | 0.03% | -50.0% |
| Q2 2023 | $636,816 | -22.4% | 14,779 | -21.3% | 0.05% | -25.0% |
| Q1 2023 | $820,924 | -2.2% | 18,790 | -4.5% | 0.07% | -12.2% |
| Q4 2022 | $839,384 | -9.5% | 19,681 | -10.3% | 0.08% | -18.0% |
| Q3 2022 | $927,000 | -79.3% | 21,951 | -78.1% | 0.10% | -72.7% |
| Q2 2022 | $4,478,000 | +1944.7% | 100,151 | +2360.1% | 0.37% | +401.4% |
| Q2 2020 | $219,000 | +4.3% | 4,071 | 0.0% | 0.07% | -21.5% |
| Q1 2020 | $210,000 | – | 4,071 | – | 0.09% | – |
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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% |