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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,178,235 | +21.1% | 74,519 | +19.9% | 1.56% | +16.4% |
| Q3 2022 | $2,625,000 | -26.3% | 62,175 | -21.9% | 1.34% | -24.9% |
| Q2 2022 | $3,561,000 | -47.0% | 79,638 | -43.3% | 1.78% | -42.7% |
| Q1 2022 | $6,722,000 | +9.1% | 140,479 | +17.8% | 3.11% | +24.1% |
| Q4 2021 | $6,163,000 | -11.0% | 119,255 | -10.5% | 2.50% | -16.8% |
| Q3 2021 | $6,921,000 | -0.8% | 133,304 | -0.2% | 3.01% | -5.7% |
| Q2 2021 | $6,975,000 | +4.2% | 133,625 | +2.2% | 3.19% | -14.6% |
| Q1 2021 | $6,696,000 | +6.8% | 130,781 | +12.0% | 3.74% | -7.4% |
| Q4 2020 | $6,267,000 | -43.9% | 116,733 | -43.7% | 4.04% | -48.5% |
| Q3 2020 | $11,165,000 | +6.0% | 207,460 | +6.0% | 7.84% | +2.4% |
| Q2 2020 | $10,531,000 | +96.5% | 195,671 | +88.6% | 7.66% | +72.7% |
| Q1 2020 | $5,360,000 | -42.0% | 103,774 | -41.3% | 4.43% | -33.0% |
| Q4 2019 | $9,234,000 | +3.9% | 176,720 | +3.0% | 6.62% | +0.7% |
| Q3 2019 | $8,890,000 | +70.9% | 171,524 | +68.9% | 6.57% | +57.6% |
| Q2 2019 | $5,203,000 | – | 101,533 | – | 4.17% | – |
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% |