WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,588,849 | +5.2% | 568,269 | +9.2% | 5.82% | +9.5% |
| Q2 2023 | $22,419,973 | -1.4% | 520,306 | -0.1% | 5.31% | -7.1% |
| Q1 2023 | $22,744,849 | +8.2% | 520,596 | +5.6% | 5.72% | +4.3% |
| Q4 2022 | $21,030,508 | -0.1% | 493,095 | -1.1% | 5.48% | -7.4% |
| Q3 2022 | $21,057,000 | -4.5% | 498,734 | +1.1% | 5.92% | -1.1% |
| Q2 2022 | $22,060,000 | -7.3% | 493,402 | -0.8% | 5.98% | +2.1% |
| Q1 2022 | $23,807,000 | -33.2% | 497,542 | -27.9% | 5.86% | -31.2% |
| Q4 2021 | $35,643,000 | +3.9% | 689,687 | +4.4% | 8.52% | -3.0% |
| Q3 2021 | $34,295,000 | -0.0% | 660,527 | +0.5% | 8.78% | -3.6% |
| Q2 2021 | $34,299,000 | +2.1% | 657,067 | +0.2% | 9.11% | -0.8% |
| Q1 2021 | $33,583,000 | -2.4% | 655,915 | +2.4% | 9.18% | -2.6% |
| Q4 2020 | $34,403,000 | -8.5% | 640,764 | -8.3% | 9.43% | -17.0% |
| Q3 2020 | $37,589,000 | +2.0% | 698,427 | +2.1% | 11.35% | -12.6% |
| Q2 2020 | $36,834,000 | +4.6% | 684,386 | +0.4% | 12.99% | -12.5% |
| Q1 2020 | $35,203,000 | – | 681,578 | – | 14.85% | – |
Download | ||||||
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% |