WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,115,723 | -6.0% | 50,969 | -2.4% | 0.39% | -5.1% |
| Q2 2023 | $2,250,548 | +3.5% | 52,229 | +4.9% | 0.42% | -1.7% |
| Q1 2023 | $2,175,107 | -9.4% | 49,785 | -11.6% | 0.42% | -17.1% |
| Q4 2022 | $2,401,152 | -5.6% | 56,299 | -6.5% | 0.51% | -17.4% |
| Q3 2022 | $2,543,000 | -10.9% | 60,239 | -5.7% | 0.62% | -11.5% |
| Q2 2022 | $2,855,000 | -20.5% | 63,852 | -14.9% | 0.70% | -13.2% |
| Q1 2022 | $3,589,000 | -29.9% | 75,013 | -24.3% | 0.80% | -36.3% |
| Q4 2021 | $5,119,000 | +16.8% | 99,055 | +17.4% | 1.26% | +5.8% |
| Q3 2021 | $4,381,000 | +34.0% | 84,383 | +34.8% | 1.19% | +24.3% |
| Q2 2021 | $3,269,000 | +19.8% | 62,621 | +17.5% | 0.96% | +14.6% |
| Q1 2021 | $2,729,000 | +62.2% | 53,304 | +70.0% | 0.84% | +47.4% |
| Q4 2020 | $1,683,000 | +98.2% | 31,355 | +98.7% | 0.57% | +71.8% |
| Q3 2020 | $849,000 | +211.0% | 15,777 | +211.2% | 0.33% | +187.0% |
| Q2 2020 | $273,000 | – | 5,070 | – | 0.12% | – |
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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% |