Professional Financial Advisors, LLC - WISDOMTREE TR ownership

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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%.

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Quarter-by-quarter ownership
Professional Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$90,000
-5.3%
2,139
+0.7%
0.06%
+5.7%
Q2 2022$95,000
-5.9%
2,124
+0.6%
0.05%
+20.5%
Q1 2022$101,000
-19.2%
2,111
-12.7%
0.04%
-18.5%
Q4 2021$125,000–2,417–0.05%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
SimpliFi, Inc. 862,713$35,811,20617.65%
Prestige Wealth Management Group LLC 568,269$23,588,8495.82%
KLR INVESTMENT ADVISORS, LLC 112,849$4,930,3804.48%
INVENIO WEALTH PARTNERS LLC 67,602$2,806,1592.55%
Symphony Financial, Ltd. Co. 196,280$8,098,5031.98%
Trilogy Capital Inc. 604,662$25,099,5301.70%
Oxinas Partners Wealth Management LLC 47,620$1,976,6981.47%
Truadvice, LLC 83,896$3,493,4291.37%
3D/L Capital Management, LLC 98,592$4,092,5581.33%
My Legacy Advisors, LLC 72,432$2,945,8021.20%
View complete list of WISDOMTREE TR shareholders