WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $171 | -99.9% | 4,006 | -15.8% | 0.04% | -22.8% |
| Q3 2022 | $201,000 | -5.6% | 4,757 | 0.0% | 0.06% | +5.6% |
| Q2 2022 | $213,000 | -6.6% | 4,757 | 0.0% | 0.05% | +8.0% |
| Q1 2022 | $228,000 | -8.8% | 4,757 | -1.7% | 0.05% | -5.7% |
| Q4 2021 | $250,000 | -3.5% | 4,839 | -2.8% | 0.05% | -13.1% |
| Q3 2021 | $259,000 | -0.4% | 4,979 | 0.0% | 0.06% | -7.6% |
| Q2 2021 | $260,000 | -8.5% | 4,979 | -10.4% | 0.07% | -15.4% |
| Q1 2021 | $284,000 | -44.1% | 5,555 | -41.3% | 0.08% | -50.0% |
| Q4 2020 | $508,000 | -60.1% | 9,464 | -60.0% | 0.16% | -66.5% |
| Q3 2020 | $1,273,000 | -4.9% | 23,650 | -4.9% | 0.47% | -11.7% |
| Q2 2020 | $1,338,000 | -0.6% | 24,862 | -4.6% | 0.53% | -17.5% |
| Q1 2020 | $1,346,000 | +53.0% | 26,068 | +54.8% | 0.64% | +80.8% |
| Q4 2019 | $880,000 | – | 16,839 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 541,797 | $27,984,000 | 17.50% |
| Lee Financial Group Hawaii, Inc. | 266,081 | $13,743,000 | 15.76% |
| Prestige Wealth Management Group LLC | 681,578 | $35,203,000 | 14.85% |
| 3D ASSET MANAGEMENT, INC | 690,246 | $35,651,000 | 10.61% |
| Private Wealth Strategies, L.L.C. | 363,371 | $18,766,000 | 9.36% |
| Blue Zone Wealth Advisors, LLC | 127,303 | $6,575,000 | 6.16% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 103,774 | $5,360,000 | 4.43% |
| ASHFORD CAPITAL MANAGEMENT INC | 431,499 | $22,287,000 | 3.93% |
| Miracle Mile Advisors, LLC | 572,576 | $29,574,000 | 3.17% |
| RFG Advisory, LLC | 314,442 | $16,241,000 | 3.05% |