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 | $10 | 0.0% | 236 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10 | 0.0% | 236 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | -33.3% | 236 | -32.8% | 0.00% | -33.3% |
| Q4 2022 | $15 | -100.0% | 351 | -65.9% | 0.01% | -70.0% |
| Q3 2022 | $43,000 | -64.5% | 1,030 | -61.8% | 0.02% | -61.5% |
| Q2 2022 | $121,000 | -37.9% | 2,698 | -33.7% | 0.05% | -26.8% |
| Q1 2022 | $195,000 | -12.2% | 4,069 | -5.1% | 0.07% | -7.8% |
| Q4 2021 | $222,000 | -0.4% | 4,286 | 0.0% | 0.08% | -11.5% |
| Q3 2021 | $223,000 | +84.3% | 4,286 | +85.3% | 0.09% | +77.6% |
| Q2 2021 | $121,000 | +39.1% | 2,313 | +36.0% | 0.05% | +11.4% |
| Q1 2021 | $87,000 | -4.4% | 1,701 | 0.0% | 0.04% | -10.2% |
| Q4 2020 | $91,000 | -1.1% | 1,701 | 0.0% | 0.05% | -10.9% |
| Q3 2020 | $92,000 | +206.7% | 1,701 | +203.8% | 0.06% | +175.0% |
| Q2 2020 | $30,000 | – | 560 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |