WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 143 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,046 | -3.7% | 7,951 | 0.0% | 0.14% | -8.2% |
| Q2 2023 | $342,609 | -1.4% | 7,951 | 0.0% | 0.16% | -15.1% |
| Q1 2023 | $347,379 | -27.4% | 7,951 | -29.1% | 0.19% | -27.3% |
| Q4 2022 | $478,576 | -17.9% | 11,221 | -18.7% | 0.26% | -15.2% |
| Q3 2022 | $583,000 | -43.5% | 13,805 | -40.2% | 0.30% | -35.5% |
| Q2 2022 | $1,032,000 | -18.0% | 23,078 | -12.2% | 0.47% | -0.2% |
| Q1 2022 | $1,258,000 | -39.6% | 26,283 | -34.8% | 0.47% | -31.9% |
| Q4 2021 | $2,084,000 | -21.1% | 40,331 | -20.7% | 0.69% | -24.7% |
| Q3 2021 | $2,640,000 | -2.2% | 50,838 | -1.7% | 0.92% | -9.7% |
| Q2 2021 | $2,699,000 | +2.0% | 51,700 | +0.0% | 1.01% | -10.0% |
| Q1 2021 | $2,646,000 | +2.6% | 51,681 | +7.6% | 1.13% | -9.6% |
| Q4 2020 | $2,579,000 | -27.8% | 48,038 | -27.6% | 1.24% | -38.2% |
| Q3 2020 | $3,573,000 | -35.9% | 66,386 | -35.9% | 2.02% | -35.3% |
| Q2 2020 | $5,577,000 | -15.2% | 103,622 | -18.6% | 3.11% | -49.5% |
| Q1 2020 | $6,575,000 | +26.2% | 127,303 | +27.7% | 6.16% | +83.5% |
| Q4 2019 | $5,209,000 | – | 99,694 | – | 3.36% | – |
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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% |