WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,270 | -3.5% | 9,305 | +0.1% | 0.09% | +4.8% |
| Q2 2023 | $400,384 | +562.0% | 9,292 | +571.4% | 0.08% | +500.0% |
| Q1 2023 | $60,480 | +3.3% | 1,384 | +0.9% | 0.01% | 0.0% |
| Q4 2022 | $58,527 | +2.7% | 1,372 | +0.9% | 0.01% | -6.7% |
| Q3 2022 | $57,000 | -5.0% | 1,360 | +0.7% | 0.02% | -6.2% |
| Q2 2022 | $60,000 | -43.9% | 1,351 | -39.6% | 0.02% | -38.5% |
| Q1 2022 | $107,000 | -7.0% | 2,238 | +0.5% | 0.03% | -10.3% |
| Q4 2021 | $115,000 | -0.9% | 2,227 | +3.2% | 0.03% | -65.5% |
| Q3 2021 | $116,000 | +0.9% | 2,158 | -2.1% | 0.08% | +154.5% |
| Q2 2021 | $115,000 | +2.7% | 2,205 | +0.5% | 0.03% | -23.3% |
| Q1 2021 | $112,000 | -4.3% | 2,194 | +0.5% | 0.04% | -40.3% |
| Q4 2020 | $117,000 | +0.9% | 2,182 | +1.1% | 0.07% | -14.3% |
| Q3 2020 | $116,000 | 0.0% | 2,158 | +0.5% | 0.08% | -11.6% |
| Q2 2020 | $116,000 | +5.5% | 2,147 | +0.7% | 0.10% | -15.2% |
| Q1 2020 | $110,000 | – | 2,133 | – | 0.11% | – |
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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% |