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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |