WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 174 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 2022 | $364,000 | -60.9% | 8,152 | -58.1% | 0.24% | -55.8% |
| Q1 2022 | $931,000 | -48.1% | 19,462 | -43.9% | 0.54% | -44.2% |
| Q4 2021 | $1,793,000 | +13.8% | 34,699 | +15.0% | 0.96% | -14.2% |
| Q2 2021 | $1,575,000 | +17.6% | 30,165 | +15.3% | 1.12% | +4.1% |
| Q1 2021 | $1,339,000 | -18.6% | 26,159 | -15.6% | 1.08% | +45.1% |
| Q4 2020 | $1,644,000 | – | 30,995 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 841,265 | $36,140,763 | 16.69% |
| Schwallier Wealth Management LLC | 240,950 | $10,351,192 | 8.41% |
| Prestige Wealth Management Group LLC | 582,481 | $25,023,397 | 5.40% |
| INVENIO WEALTH PARTNERS LLC | 218,036 | $9,366,827 | 4.64% |
| Symphony Financial, Ltd. Co. | 335,278 | $14,460,526 | 2.64% |
| Oxinas Partners Wealth Management LLC | 81,890 | $3,517,998 | 2.34% |
| GSB Wealth Management, LLC | 149,281 | $6,413,108 | 1.75% |
| Trilogy Capital Inc. | 748,035 | $32,135,567 | 1.74% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 70,842 | $3,043,372 | 1.60% |
| Smartleaf Asset Management LLC | 195,085 | $8,414,016 | 1.38% |