WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,155,000 | +120.8% | 24,132 | +138.3% | 0.03% | +107.7% |
Q4 2021 | $523,000 | +12.2% | 10,126 | +12.7% | 0.01% | -7.1% |
Q3 2021 | $466,000 | -4.3% | 8,984 | -3.6% | 0.01% | -17.6% |
Q2 2021 | $487,000 | +20.0% | 9,321 | +17.4% | 0.02% | -15.0% |
Q1 2021 | $406,000 | +73.5% | 7,939 | +82.4% | 0.02% | +17.6% |
Q4 2020 | $234,000 | -2.5% | 4,352 | -2.5% | 0.02% | -22.7% |
Q3 2020 | $240,000 | -0.4% | 4,465 | -0.2% | 0.02% | -38.9% |
Q2 2020 | $241,000 | -22.3% | 4,472 | -23.6% | 0.04% | -59.6% |
Q1 2020 | $310,000 | +1.0% | 5,853 | -0.2% | 0.09% | -32.1% |
Q4 2019 | $307,000 | 0.0% | 5,867 | -0.1% | 0.13% | -12.7% |
Q3 2019 | $307,000 | +0.3% | 5,874 | -1.8% | 0.15% | -12.8% |
Q2 2019 | $306,000 | +1.7% | 5,980 | -1.1% | 0.17% | -28.0% |
Q1 2019 | $301,000 | -6.2% | 6,047 | -9.2% | 0.24% | -25.8% |
Q4 2018 | $321,000 | – | 6,661 | – | 0.32% | – |
Download |
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% |