WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
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% | – |
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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% |