RMR Wealth Builders - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 161 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
RMR Wealth Builders ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$230,000
-0.9%
4,454
-0.4%
0.07%
-2.9%
Q3 2021$232,000
+1.3%
4,471
-0.1%
0.07%
+15.3%
Q1 2021$229,0004,4750.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
SimpliFi, Inc. 841,265$36,140,76316.69%
Schwallier Wealth Management LLC 240,950$10,351,1928.41%
Prestige Wealth Management Group LLC 582,481$25,023,3975.40%
INVENIO WEALTH PARTNERS LLC 218,036$9,366,8274.64%
Symphony Financial, Ltd. Co. 335,278$14,460,5262.64%
Oxinas Partners Wealth Management LLC 81,890$3,517,9982.34%
GSB Wealth Management, LLC 149,281$6,413,1081.75%
Trilogy Capital Inc. 748,035$32,135,5671.74%
AMERICAN FINANCIAL & TAX STRATEGIES INC 70,842$3,043,3721.60%
Smartleaf Asset Management LLC 195,085$8,414,0161.38%
View complete list of WISDOMTREE TR shareholders