WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,390 | -23.9% | 14,199 | -21.1% | 0.05% | -24.2% |
| Q2 2023 | $774,988 | +4.9% | 17,985 | +6.3% | 0.07% | -4.3% |
| Q1 2023 | $739,002 | +28.6% | 16,915 | +25.6% | 0.07% | +16.9% |
| Q4 2022 | $574,556 | -28.2% | 13,471 | -29.3% | 0.06% | +28.3% |
| Q3 2022 | $800,000 | +43.1% | 19,067 | +52.2% | 0.05% | +43.8% |
| Q2 2022 | $559,000 | +53.6% | 12,526 | +65.0% | 0.03% | +77.8% |
| Q1 2022 | $364,000 | +20.9% | 7,590 | +30.1% | 0.02% | -40.0% |
| Q4 2021 | $301,000 | +29.2% | 5,834 | +30.6% | 0.03% | +25.0% |
| Q2 2021 | $233,000 | -30.4% | 4,466 | -31.7% | 0.02% | -46.7% |
| Q1 2021 | $335,000 | +59.5% | 6,537 | +67.5% | 0.04% | +45.2% |
| Q4 2020 | $210,000 | – | 3,902 | – | 0.03% | – |
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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% |