WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 138 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $88,166 | +109.9% | 2,018 | +105.1% | 0.00% | – |
| Q3 2022 | $42,000 | -30.0% | 984 | -21.4% | 0.00% | -100.0% |
| Q1 2022 | $60,000 | -93.0% | 1,252 | -92.5% | 0.00% | -85.7% |
| Q4 2021 | $858,000 | -72.8% | 16,601 | -72.6% | 0.01% | -82.5% |
| Q3 2021 | $3,150,000 | -44.0% | 60,673 | -43.7% | 0.04% | -37.5% |
| Q2 2021 | $5,623,000 | +18.7% | 107,712 | +16.4% | 0.06% | -14.7% |
| Q1 2021 | $4,739,000 | -51.2% | 92,551 | -48.8% | 0.08% | -45.7% |
| Q4 2020 | $9,714,000 | +20.7% | 180,924 | +21.0% | 0.14% | +20.0% |
| Q3 2020 | $8,045,000 | -71.9% | 149,476 | -71.9% | 0.12% | -72.6% |
| Q2 2020 | $28,615,000 | +265.1% | 531,672 | +250.3% | 0.42% | +30.4% |
| Q1 2020 | $7,838,000 | – | 151,757 | – | 0.32% | – |
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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% |