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 | $12,993 | -56.7% | 313 | -55.1% | 0.01% | -53.3% |
| Q2 2023 | $30,034 | -1.4% | 697 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $30,452 | -75.2% | 697 | -75.8% | 0.02% | -76.8% |
| Q4 2022 | $122,704 | -1.8% | 2,877 | -2.5% | 0.07% | -12.7% |
| Q3 2022 | $125,000 | -7.4% | 2,951 | -2.2% | 0.08% | 0.0% |
| Q2 2022 | $135,000 | -35.4% | 3,018 | -31.0% | 0.08% | -31.3% |
| Q1 2022 | $209,000 | -7.5% | 4,371 | +0.1% | 0.12% | +1.8% |
| Q4 2021 | $226,000 | -1.7% | 4,366 | -1.3% | 0.11% | -11.0% |
| Q3 2021 | $230,000 | -35.9% | 4,422 | -35.6% | 0.13% | -35.5% |
| Q2 2021 | $359,000 | -9.1% | 6,870 | -11.0% | 0.20% | -11.7% |
| Q1 2021 | $395,000 | -3.4% | 7,716 | +1.2% | 0.22% | -21.5% |
| Q4 2020 | $409,000 | -0.7% | 7,623 | -0.6% | 0.28% | -23.7% |
| Q3 2020 | $412,000 | +663.0% | 7,666 | +632.2% | 0.37% | +439.1% |
| Q1 2020 | $54,000 | – | 1,047 | – | 0.07% | – |
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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% |