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 ↓ |
|---|---|---|---|
| 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% |