WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 172 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $25,821 | +9.9% | 591 | +7.3% | 0.00% | 0.0% |
| Q4 2022 | $23,500 | -77.8% | 551 | -72.9% | 0.00% | -85.7% |
| Q4 2021 | $106,000 | +3.9% | 2,033 | +2.0% | 0.01% | -22.2% |
| Q1 2021 | $102,000 | -44.9% | 1,994 | -42.1% | 0.01% | -47.1% |
| Q4 2020 | $185,000 | -33.0% | 3,443 | -33.9% | 0.02% | -10.5% |
| Q3 2020 | $276,000 | +173.3% | 5,210 | +165.5% | 0.02% | +5.6% |
| Q1 2020 | $101,000 | -97.3% | 1,962 | -97.3% | 0.02% | -96.3% |
| Q4 2019 | $3,802,000 | +53.9% | 72,772 | +54.0% | 0.48% | +20.5% |
| Q3 2019 | $2,470,000 | – | 47,250 | – | 0.40% | – |
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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% |