WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 147 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $553,307 | +0.4% | 12,749 | +1.8% | 0.10% | -19.3% |
| Q4 2023 | $551,307 | +4.7% | 12,524 | -1.3% | 0.12% | -9.8% |
| Q3 2023 | $526,596 | -3.1% | 12,686 | +0.6% | 0.13% | -2.2% |
| Q2 2023 | $543,279 | +10.5% | 12,608 | +12.0% | 0.14% | -6.2% |
| Q1 2023 | $491,687 | +48.6% | 11,254 | +45.1% | 0.14% | +33.3% |
| Q4 2022 | $330,879 | – | 7,758 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 685,631 | $36,901,000 | 18.38% |
| Leicht Financial Planning & Wealth Management, Inc. | 315,586 | $16,981,000 | 12.61% |
| Lee Financial Group Hawaii, Inc. | 273,447 | $14,717,000 | 12.21% |
| Prestige Wealth Management Group LLC | 698,427 | $37,589,000 | 11.35% |
| HORIZON FINANCIAL SERVICES, LLC | 207,496 | $11,167,000 | 10.85% |
| 3D ASSET MANAGEMENT, INC | 579,617 | $31,195,000 | 8.68% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 207,460 | $11,165,000 | 7.84% |
| Private Wealth Strategies, L.L.C. | 386,659 | $20,809,000 | 7.29% |
| Clearwater Capital Advisors, LLC | 353,449 | $19,023,000 | 2.99% |
| Miracle Mile Advisors, LLC | 729,909 | $39,284,000 | 2.74% |