WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 159 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $15,781 | +97.3% | 370 | +100.0% | 0.00% | -33.3% |
| Q3 2022 | $8,000 | -99.9% | 185 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,271,000 | +91800.0% | 185 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $9,000 | -10.0% | 185 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $10,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | – | 185 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 685,631 | $36,901,000 | 18.38% |
| Leicht Financial Planning & Wealth Management, Inc. | 315,586 | $16,981,000 | 12.61% |
| Lee Financial Group Hawaii, Inc. | 273,447 | $14,717,000 | 12.21% |
| Prestige Wealth Management Group LLC | 698,427 | $37,589,000 | 11.35% |
| HORIZON FINANCIAL SERVICES, LLC | 207,496 | $11,167,000 | 10.85% |
| 3D ASSET MANAGEMENT, INC | 579,617 | $31,195,000 | 8.68% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 207,460 | $11,165,000 | 7.84% |
| Private Wealth Strategies, L.L.C. | 386,659 | $20,809,000 | 7.29% |
| Clearwater Capital Advisors, LLC | 353,449 | $19,023,000 | 2.99% |
| Miracle Mile Advisors, LLC | 729,909 | $39,284,000 | 2.74% |