WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,293 | +18.3% | 6,150 | +22.8% | 0.02% | +20.0% |
| Q2 2023 | $215,789 | -45.2% | 5,008 | -44.5% | 0.02% | -46.4% |
| Q1 2023 | $393,971 | -68.9% | 9,017 | -65.9% | 0.03% | -66.3% |
| Q1 2022 | $1,265,000 | -15.9% | 26,439 | -9.2% | 0.08% | -12.6% |
| Q4 2021 | $1,505,000 | +0.8% | 29,128 | +1.3% | 0.10% | -5.9% |
| Q3 2021 | $1,493,000 | +15.9% | 28,747 | +16.5% | 0.10% | +17.4% |
| Q2 2021 | $1,288,000 | +4.2% | 24,679 | +2.2% | 0.09% | -2.3% |
| Q1 2021 | $1,236,000 | +3.7% | 24,147 | +8.8% | 0.09% | +7.3% |
| Q4 2020 | $1,192,000 | +2.8% | 22,201 | +3.0% | 0.08% | -17.2% |
| Q3 2020 | $1,160,000 | -0.2% | 21,550 | -0.2% | 0.10% | -10.0% |
| Q2 2020 | $1,162,000 | +3.7% | 21,584 | -0.5% | 0.11% | -31.2% |
| Q1 2020 | $1,121,000 | -3.0% | 21,696 | -1.9% | 0.16% | +30.1% |
| Q4 2019 | $1,156,000 | – | 22,124 | – | 0.12% | – |
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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% |