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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,409,199 | -22.0% | 33,041 | -18.2% | 1.60% | -22.9% |
| Q3 2022 | $1,806,000 | -11.3% | 40,383 | -5.0% | 2.08% | +4.8% |
| Q2 2022 | $2,035,000 | 0.0% | 42,524 | 0.0% | 1.99% | +17.7% |
| Q1 2022 | $2,035,000 | +0.6% | 42,524 | +7.9% | 1.69% | +4.3% |
| Q4 2021 | $2,023,000 | +4.8% | 39,416 | +6.5% | 1.62% | -18.5% |
| Q3 2021 | $1,931,000 | 0.0% | 37,001 | 0.0% | 1.99% | 0.0% |
| Q2 2021 | $1,931,000 | +37.5% | 37,001 | +34.9% | 1.99% | +23.0% |
| Q1 2021 | $1,404,000 | -3.0% | 27,426 | +1.7% | 1.62% | -3.4% |
| Q4 2020 | $1,448,000 | – | 26,967 | – | 1.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |