WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 155 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $217,126 | -26.8% | 5,054 | -26.0% | 0.01% | -33.3% |
| Q1 2024 | $296,551 | +2.2% | 6,833 | +3.6% | 0.01% | -7.7% |
| Q4 2023 | $290,254 | -7.4% | 6,594 | -12.7% | 0.01% | -18.8% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |