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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,871,418 | +1.0% | 67,325 | -0.0% | 1.30% | -8.6% |
| Q3 2022 | $2,843,000 | +1.9% | 67,331 | +8.0% | 1.42% | +7.6% |
| Q2 2022 | $2,789,000 | +6.5% | 62,371 | +13.9% | 1.32% | +17.7% |
| Q1 2022 | $2,620,000 | +14.0% | 54,749 | +23.1% | 1.12% | -5.9% |
| Q4 2021 | $2,298,000 | +5.4% | 44,470 | +5.9% | 1.20% | -2.8% |
| Q3 2021 | $2,180,000 | -7.4% | 41,982 | -6.9% | 1.23% | -4.7% |
| Q2 2021 | $2,353,000 | +16.7% | 45,070 | +14.5% | 1.29% | +1.3% |
| Q1 2021 | $2,016,000 | -3.4% | 39,367 | +1.2% | 1.27% | -9.1% |
| Q4 2020 | $2,088,000 | -29.1% | 38,895 | -28.9% | 1.40% | -39.6% |
| Q3 2020 | $2,945,000 | +14.1% | 54,711 | +14.1% | 2.32% | +4.0% |
| Q2 2020 | $2,581,000 | +47.7% | 47,965 | +41.7% | 2.23% | +27.9% |
| Q1 2020 | $1,748,000 | -5.0% | 33,840 | -3.9% | 1.74% | +7.3% |
| Q4 2019 | $1,840,000 | – | 35,223 | – | 1.62% | – |
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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% |