WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 155 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,760,983 | +56.7% | 134,101 | +58.3% | 1.04% | +47.7% |
| Q1 2024 | $3,675,722 | +264.8% | 84,694 | +270.0% | 0.70% | +231.0% |
| Q4 2023 | $1,007,534 | +6.5% | 22,888 | +0.4% | 0.21% | -1.4% |
| Q3 2023 | $946,428 | -3.5% | 22,800 | +0.2% | 0.22% | -1.4% |
| Q2 2023 | $980,944 | -1.8% | 22,765 | -0.4% | 0.22% | -6.8% |
| Q1 2023 | $998,666 | +14.2% | 22,858 | +12.1% | 0.24% | -23.2% |
| Q4 2022 | $874,146 | +2.6% | 20,393 | +1.0% | 0.31% | -8.7% |
| Q3 2022 | $852,000 | -14.6% | 20,185 | -7.0% | 0.34% | -0.9% |
| Q2 2022 | $998,000 | -36.3% | 21,708 | -33.7% | 0.34% | -28.1% |
| Q1 2022 | $1,567,000 | -30.7% | 32,739 | -25.1% | 0.47% | -29.4% |
| Q4 2021 | $2,260,000 | -2.8% | 43,738 | -2.1% | 0.67% | -4.0% |
| Q3 2021 | $2,325,000 | +5.3% | 44,672 | +7.1% | 0.69% | +0.1% |
| Q2 2021 | $2,208,000 | +14.3% | 41,708 | +11.6% | 0.69% | +13.2% |
| Q1 2021 | $1,932,000 | +6.6% | 37,382 | +10.8% | 0.61% | -10.7% |
| Q4 2020 | $1,812,000 | – | 33,749 | – | 0.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |