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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | -77.8% | 38 | -78.0% | 0.00% | -100.0% |
| Q2 2021 | $9,000 | -94.4% | 173 | -94.5% | 0.00% | -92.9% |
| Q1 2021 | $162,000 | -72.2% | 3,161 | -70.8% | 0.01% | -75.0% |
| Q4 2020 | $582,000 | -14.2% | 10,833 | -14.0% | 0.06% | -23.3% |
| Q3 2020 | $678,000 | -4.5% | 12,595 | -4.5% | 0.07% | -21.5% |
| Q2 2020 | $710,000 | +7.3% | 13,184 | +2.8% | 0.09% | -13.9% |
| Q1 2020 | $662,000 | +24.2% | 12,823 | +25.6% | 0.11% | +16.1% |
| Q4 2019 | $533,000 | -6.8% | 10,206 | -6.7% | 0.09% | +1.1% |
| Q3 2019 | $572,000 | +2.5% | 10,937 | +0.3% | 0.09% | +3.4% |
| Q2 2019 | $558,000 | +14.8% | 10,899 | +11.7% | 0.09% | +3.5% |
| Q1 2019 | $486,000 | +16.3% | 9,754 | +12.6% | 0.09% | -2.3% |
| Q4 2018 | $418,000 | +8.0% | 8,660 | +8.2% | 0.09% | -31.2% |
| Q3 2018 | $387,000 | +14.2% | 8,000 | +15.1% | 0.13% | +60.0% |
| Q2 2018 | $339,000 | – | 6,948 | – | 0.08% | – |
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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% |