WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,072 | -3.7% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,189 | +106200.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3 | -99.9% | 74 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $3,000 | 0.0% | 74 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $3,000 | -98.6% | 74 | -98.4% | 0.00% | -98.8% |
| Q1 2022 | $219,000 | -31.3% | 4,574 | -25.9% | 0.08% | -38.8% |
| Q4 2021 | $319,000 | -34.8% | 6,169 | -34.5% | 0.14% | -38.2% |
| Q3 2021 | $489,000 | -2.6% | 9,421 | -1.9% | 0.22% | -7.0% |
| Q2 2021 | $502,000 | -4.2% | 9,608 | -6.2% | 0.24% | +1.7% |
| Q1 2021 | $524,000 | -2.6% | 10,244 | +2.2% | 0.24% | -3.6% |
| Q4 2020 | $538,000 | +24.0% | 10,025 | +24.2% | 0.25% | +1.2% |
| Q3 2020 | $434,000 | +28.0% | 8,072 | +28.3% | 0.24% | +16.2% |
| Q2 2020 | $339,000 | +115.9% | 6,291 | +109.9% | 0.21% | +105.9% |
| Q4 2019 | $157,000 | – | 2,997 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |