WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 862,713 | $35,811,206 | 17.65% |
| Prestige Wealth Management Group LLC | 568,269 | $23,588,849 | 5.82% |
| KLR INVESTMENT ADVISORS, LLC | 112,849 | $4,930,380 | 4.48% |
| INVENIO WEALTH PARTNERS LLC | 67,602 | $2,806,159 | 2.55% |
| Symphony Financial, Ltd. Co. | 196,280 | $8,098,503 | 1.98% |
| Trilogy Capital Inc. | 604,662 | $25,099,530 | 1.70% |
| Oxinas Partners Wealth Management LLC | 47,620 | $1,976,698 | 1.47% |
| Truadvice, LLC | 83,896 | $3,493,429 | 1.37% |
| 3D/L Capital Management, LLC | 98,592 | $4,092,558 | 1.33% |
| My Legacy Advisors, LLC | 72,432 | $2,945,802 | 1.20% |