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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,099,530 | -7.3% | 604,662 | -3.5% | 1.70% | -1.6% |
| Q2 2023 | $27,080,125 | -4.0% | 626,710 | -2.9% | 1.73% | -13.9% |
| Q1 2023 | $28,211,274 | +0.5% | 645,715 | -1.9% | 2.00% | +0.7% |
| Q4 2022 | $28,070,939 | -31.4% | 658,170 | -32.1% | 1.99% | -45.7% |
| Q3 2022 | $40,899,000 | -7.1% | 968,723 | -1.6% | 3.66% | -4.3% |
| Q2 2022 | $44,002,000 | -5.2% | 984,169 | +1.4% | 3.83% | +15.0% |
| Q1 2022 | $46,420,000 | +2513.7% | 970,114 | +2722.9% | 3.33% | +2404.5% |
| Q4 2021 | $1,776,000 | -1.6% | 34,366 | -1.1% | 0.13% | -2.9% |
| Q3 2021 | $1,804,000 | -3.4% | 34,747 | -2.4% | 0.14% | 0.0% |
| Q2 2021 | $1,868,000 | -0.4% | 35,585 | -2.9% | 0.14% | -4.2% |
| Q1 2021 | $1,876,000 | -11.0% | 36,646 | -6.6% | 0.14% | -16.9% |
| Q4 2020 | $2,107,000 | -21.3% | 39,240 | -21.1% | 0.17% | -32.8% |
| Q3 2020 | $2,678,000 | +4.4% | 49,760 | +5.4% | 0.26% | +0.8% |
| Q2 2020 | $2,564,000 | +1.3% | 47,212 | -1.3% | 0.25% | -9.3% |
| Q1 2020 | $2,530,000 | – | 47,838 | – | 0.28% | – |
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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% |