WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |