WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 145 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $401,762 | -10.9% | 9,352 | -9.9% | 0.09% | -9.4% |
| Q1 2024 | $450,709 | -1.0% | 10,385 | +0.4% | 0.10% | -7.7% |
| Q4 2023 | $455,387 | -1.8% | 10,345 | -7.4% | 0.10% | -15.4% |
| Q3 2023 | $463,874 | -5.4% | 11,175 | -1.8% | 0.12% | -5.4% |
| Q2 2023 | $490,321 | -4.8% | 11,379 | -3.5% | 0.13% | -9.7% |
| Q1 2023 | $514,930 | -18.3% | 11,786 | -20.3% | 0.14% | -23.8% |
| Q4 2022 | $630,538 | +187.9% | 14,784 | +250.2% | 0.19% | +75.0% |
| Q3 2021 | $219,000 | -0.9% | 4,221 | -0.4% | 0.11% | +33.3% |
| Q2 2021 | $221,000 | +8.3% | 4,237 | +11.5% | 0.08% | -8.0% |
| Q4 2020 | $204,000 | -6.8% | 3,801 | -9.2% | 0.09% | -58.3% |
| Q4 2019 | $219,000 | – | 4,184 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 841,265 | $36,140,763 | 16.69% |
| Schwallier Wealth Management LLC | 240,950 | $10,351,192 | 8.41% |
| Prestige Wealth Management Group LLC | 582,481 | $25,023,397 | 5.40% |
| INVENIO WEALTH PARTNERS LLC | 218,036 | $9,366,827 | 4.64% |
| Symphony Financial, Ltd. Co. | 335,278 | $14,460,526 | 2.64% |
| Oxinas Partners Wealth Management LLC | 81,890 | $3,517,998 | 2.34% |
| GSB Wealth Management, LLC | 149,281 | $6,413,108 | 1.75% |
| Trilogy Capital Inc. | 748,035 | $32,135,567 | 1.74% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 70,842 | $3,043,372 | 1.60% |
| Smartleaf Asset Management LLC | 195,085 | $8,414,016 | 1.38% |