WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 151 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,493,333 | -0.9% | 34,761 | +0.1% | 0.01% | -20.0% |
| Q1 2024 | $1,506,726 | -22.4% | 34,717 | -21.3% | 0.01% | -37.5% |
| Q4 2023 | $1,942,299 | +55.4% | 44,123 | +46.5% | 0.02% | +33.3% |
| Q3 2023 | $1,250,032 | +170.0% | 30,114 | +180.3% | 0.01% | +140.0% |
| Q2 2023 | $462,959 | +61.4% | 10,744 | +63.7% | 0.01% | +66.7% |
| Q1 2023 | $286,774 | -17.4% | 6,564 | -19.4% | 0.00% | 0.0% |
| Q4 2022 | $347,171 | -99.9% | 8,140 | -57.1% | 0.00% | -25.0% |
| Q3 2022 | $401,401,000 | +94570.0% | 18,972 | +100.1% | 0.00% | 0.0% |
| Q2 2022 | $424,000 | -66.8% | 9,479 | -64.5% | 0.00% | -69.2% |
| Q1 2022 | $1,276,000 | -9.1% | 26,670 | -1.8% | 0.01% | -7.1% |
| Q4 2021 | $1,404,000 | -9.7% | 27,162 | -9.3% | 0.01% | -12.5% |
| Q3 2021 | $1,555,000 | -10.6% | 29,957 | -10.1% | 0.02% | -20.0% |
| Q2 2021 | $1,739,000 | -73.6% | 33,309 | -74.1% | 0.02% | -76.2% |
| Q1 2021 | $6,594,000 | -8.0% | 128,790 | -3.6% | 0.08% | +1.2% |
| Q4 2020 | $7,165,000 | -99.8% | 133,599 | +59.1% | 0.08% | -1.2% |
| Q3 2020 | $4,518,000,000 | – | 83,950 | – | 0.08% | – |
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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% |