WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,493,429 | +110.1% | 83,896 | +115.0% | 1.37% | +124.4% |
| Q2 2023 | $1,662,940 | -4.0% | 39,027 | -1.3% | 0.61% | -10.9% |
| Q1 2023 | $1,732,336 | -18.6% | 39,533 | -18.4% | 0.69% | -38.8% |
| Q4 2022 | $2,128,849 | +27.4% | 48,449 | +20.6% | 1.12% | +19.5% |
| Q3 2022 | $1,671,000 | -14.3% | 40,159 | -5.3% | 0.94% | -9.0% |
| Q2 2022 | $1,950,000 | +4.2% | 42,420 | +2.4% | 1.03% | -1.2% |
| Q1 2022 | $1,872,000 | -9.3% | 41,414 | -0.4% | 1.04% | -46.1% |
| Q4 2021 | $2,064,000 | -1.9% | 41,587 | +3.1% | 1.94% | +0.5% |
| Q3 2021 | $2,105,000 | -58.6% | 40,339 | -58.2% | 1.93% | +73.4% |
| Q2 2021 | $5,090,000 | +22.3% | 96,436 | +19.6% | 1.11% | -9.7% |
| Q1 2021 | $4,162,000 | -6.8% | 80,620 | -3.8% | 1.23% | -9.5% |
| Q4 2020 | $4,466,000 | +13.1% | 83,783 | +13.8% | 1.36% | -15.6% |
| Q3 2020 | $3,947,000 | – | 73,612 | – | 1.61% | – |
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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% |