WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 172 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $250,753 | +0.0% | 5,819 | +0.8% | 0.19% | -4.6% |
| Q1 2023 | $250,706 | -10.9% | 5,773 | -12.5% | 0.20% | -17.6% |
| Q4 2022 | $281,425 | +0.9% | 6,598 | -0.3% | 0.24% | -8.1% |
| Q3 2022 | $279,000 | -24.8% | 6,617 | -17.8% | 0.26% | -14.0% |
| Q2 2022 | $371,000 | -39.5% | 8,048 | -37.2% | 0.30% | -35.1% |
| Q1 2022 | $613,000 | -3.8% | 12,815 | +4.0% | 0.46% | -2.7% |
| Q4 2021 | $637,000 | +48.5% | 12,320 | +50.0% | 0.48% | +32.9% |
| Q2 2021 | $429,000 | +77.3% | 8,216 | +73.7% | 0.36% | +59.6% |
| Q1 2021 | $242,000 | -11.0% | 4,729 | -6.7% | 0.22% | -23.5% |
| Q4 2020 | $272,000 | – | 5,070 | – | 0.29% | – |
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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% |