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 | $35,811,206 | -2.2% | 862,713 | +1.5% | 17.65% | +1.9% |
| Q2 2023 | $36,621,268 | +4.5% | 849,879 | +6.0% | 17.31% | +0.5% |
| Q1 2023 | $35,045,374 | -14.6% | 802,137 | -16.6% | 17.23% | -19.5% |
| Q4 2022 | $41,025,124 | -16.6% | 961,902 | +0.1% | 21.41% | -6.8% |
| Q1 2021 | $49,182,000 | -1.9% | 960,588 | +2.8% | 22.98% | -1.7% |
| Q4 2020 | $50,151,000 | +35.9% | 934,081 | +36.2% | 23.37% | +27.1% |
| Q3 2020 | $36,901,000 | +3.4% | 685,631 | +3.4% | 18.38% | -1.8% |
| Q2 2020 | $35,675,000 | +27.5% | 662,851 | +22.3% | 18.71% | +6.9% |
| Q1 2020 | $27,984,000 | – | 541,797 | – | 17.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 862,713 | $35,811,206 | 17.65% |
| Prestige Wealth Management Group LLC | 568,269 | $23,588,849 | 5.82% |
| KLR INVESTMENT ADVISORS, LLC | 112,849 | $4,930,380 | 4.48% |
| INVENIO WEALTH PARTNERS LLC | 67,602 | $2,806,159 | 2.55% |
| Symphony Financial, Ltd. Co. | 196,280 | $8,098,503 | 1.98% |
| Trilogy Capital Inc. | 604,662 | $25,099,530 | 1.70% |
| Oxinas Partners Wealth Management LLC | 47,620 | $1,976,698 | 1.47% |
| Truadvice, LLC | 83,896 | $3,493,429 | 1.37% |
| 3D/L Capital Management, LLC | 98,592 | $4,092,558 | 1.33% |
| My Legacy Advisors, LLC | 72,432 | $2,945,802 | 1.20% |