WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $613,518 | -2.3% | 14,041 | -0.9% | 0.13% | -12.4% |
| Q4 2022 | $627,817 | +15.2% | 14,172 | +9.8% | 0.14% | 0.0% |
| Q3 2022 | $545,000 | -16.3% | 12,911 | -11.3% | 0.14% | +4.3% |
| Q2 2022 | $651,000 | -25.3% | 14,555 | -20.2% | 0.14% | -10.9% |
| Q1 2022 | $872,000 | -20.6% | 18,229 | -14.2% | 0.16% | -18.8% |
| Q4 2021 | $1,098,000 | -34.9% | 21,240 | -34.6% | 0.19% | -38.3% |
| Q3 2021 | $1,687,000 | -8.8% | 32,485 | -7.9% | 0.31% | -29.6% |
| Q2 2021 | $1,850,000 | -2.5% | 35,281 | -4.1% | 0.44% | -8.3% |
| Q1 2021 | $1,898,000 | -9.9% | 36,774 | -6.2% | 0.48% | -48.8% |
| Q4 2020 | $2,106,000 | -3.6% | 39,223 | -3.8% | 0.94% | -12.1% |
| Q3 2020 | $2,184,000 | +10.1% | 40,759 | +11.1% | 1.07% | +41.3% |
| Q2 2020 | $1,984,000 | – | 36,683 | – | 0.76% | – |
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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% |