WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $43,090 | -96.1% | 1,000 | -96.1% | 0.00% | -94.7% |
Q4 2022 | $1,106,788 | +55239.4% | 25,950 | +86400.0% | 0.02% | – |
Q2 2021 | $2,000 | -99.9% | 30 | -50.0% | 0.00% | – |
Q1 2021 | $3,072,000 | +153500.0% | 60 | +100.0% | 0.00% | – |
Q4 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q3 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q2 2020 | $2,000 | – | 30 | – | 0.00% | – |
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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% |