WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 174 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $272,007 | +11.3% | 5,243 | +11.3% | 0.09% | -28.9% |
| Q4 2022 | $244,355 | -0.3% | 4,710 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $245,000 | +8.4% | 4,710 | 0.0% | 0.13% | +10.3% |
| Q1 2022 | $226,000 | -7.0% | 4,710 | 0.0% | 0.12% | -2.5% |
| Q4 2021 | $243,000 | -0.8% | 4,710 | 0.0% | 0.12% | -9.8% |
| Q3 2021 | $245,000 | – | 4,710 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |