WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 159 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,347 | -36.5% | 7,549 | -34.1% | 0.02% | -38.5% |
| Q2 2023 | $493,630 | +43.9% | 11,456 | +45.9% | 0.03% | +30.0% |
| Q1 2023 | $343,154 | -14.7% | 7,854 | -16.7% | 0.02% | -20.0% |
| Q4 2022 | $402,273 | -5.1% | 9,432 | -6.0% | 0.02% | -21.9% |
| Q3 2022 | $424,000 | -2.5% | 10,038 | +3.2% | 0.03% | -15.8% |
| Q2 2022 | $435,000 | -37.2% | 9,729 | -32.8% | 0.04% | -28.3% |
| Q1 2022 | $693,000 | -5.2% | 14,488 | +2.4% | 0.05% | -1.9% |
| Q4 2021 | $731,000 | -9.3% | 14,153 | -8.8% | 0.05% | -18.2% |
| Q3 2021 | $806,000 | -3.0% | 15,518 | -2.6% | 0.07% | +24.5% |
| Q2 2021 | $831,000 | +3.0% | 15,927 | +1.0% | 0.05% | -8.6% |
| Q1 2021 | $807,000 | -15.8% | 15,771 | -11.7% | 0.06% | -27.5% |
| Q4 2020 | $959,000 | +41.7% | 17,864 | +42.0% | 0.08% | +17.6% |
| Q3 2020 | $677,000 | +11.5% | 12,576 | +11.5% | 0.07% | -18.1% |
| Q2 2020 | $607,000 | +597.7% | 11,277 | +537.1% | 0.08% | +260.9% |
| Q1 2018 | $87,000 | -2.2% | 1,770 | 0.0% | 0.02% | -4.2% |
| Q4 2017 | $89,000 | – | 1,770 | – | 0.02% | – |
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% |