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 | $1,170,746 | +1.2% | 28,204 | +5.0% | 0.63% | +4.1% |
| Q2 2023 | $1,157,384 | -2.6% | 26,860 | -1.2% | 0.60% | -4.3% |
| Q1 2023 | $1,188,059 | +12.3% | 27,193 | +9.6% | 0.63% | +6.8% |
| Q4 2022 | $1,057,700 | -8.6% | 24,800 | -9.5% | 0.59% | -13.1% |
| Q3 2022 | $1,157,000 | -8.0% | 27,411 | -2.6% | 0.68% | -3.5% |
| Q2 2022 | $1,258,000 | -12.3% | 28,137 | -6.2% | 0.70% | -10.1% |
| Q1 2022 | $1,435,000 | +2.2% | 29,984 | +10.3% | 0.78% | -1.3% |
| Q4 2021 | $1,404,000 | -12.8% | 27,175 | -12.3% | 0.79% | -17.5% |
| Q3 2021 | $1,610,000 | +0.6% | 31,001 | +1.1% | 0.96% | -3.9% |
| Q2 2021 | $1,601,000 | +45.5% | 30,666 | +42.7% | 1.00% | +37.9% |
| Q1 2021 | $1,100,000 | -37.7% | 21,489 | -34.7% | 0.73% | +7.1% |
| Q4 2020 | $1,767,000 | – | 32,917 | – | 0.68% | – |
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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% |