WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 147 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,031,891 | -9.6% | 23,947 | -8.4% | 0.05% | -15.3% |
| Q1 2023 | $1,141,635 | +71882.0% | 26,130 | -29.7% | 0.06% | -28.9% |
| Q4 2022 | $1,586 | -100.0% | 37,184 | -97.7% | 0.08% | -97.9% |
| Q3 2022 | $68,623,000 | -18.2% | 1,625,361 | -13.4% | 4.00% | -9.5% |
| Q2 2022 | $83,926,000 | +1851.8% | 1,877,112 | +1989.0% | 4.42% | +1985.4% |
| Q1 2022 | $4,300,000 | +563.6% | 89,859 | +616.7% | 0.21% | +583.9% |
| Q4 2021 | $648,000 | -10.7% | 12,538 | -10.4% | 0.03% | -20.5% |
| Q3 2021 | $726,000 | -7.8% | 13,987 | -7.2% | 0.04% | -17.0% |
| Q2 2021 | $787,000 | +1.3% | 15,070 | -0.7% | 0.05% | -14.5% |
| Q1 2021 | $777,000 | +123.3% | 15,175 | +134.4% | 0.06% | +83.3% |
| Q4 2020 | $348,000 | -45.3% | 6,475 | -45.2% | 0.03% | -53.8% |
| Q3 2020 | $636,000 | +173.0% | 11,820 | +173.2% | 0.06% | +150.0% |
| Q2 2020 | $233,000 | +4.5% | 4,327 | 0.0% | 0.03% | -13.3% |
| Q1 2020 | $223,000 | -98.6% | 4,327 | -98.6% | 0.03% | -98.4% |
| Q4 2019 | $16,019,000 | -48.8% | 306,580 | -48.7% | 1.87% | -54.6% |
| Q3 2019 | $31,270,000 | – | 598,135 | – | 4.12% | – |
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% |