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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,092,558 | -26.1% | 98,592 | -23.3% | 1.33% | -17.0% |
| Q2 2023 | $5,540,056 | -17.5% | 128,569 | -16.3% | 1.60% | -10.0% |
| Q1 2023 | $6,713,295 | +67.3% | 153,657 | +63.3% | 1.78% | +64.8% |
| Q4 2022 | $4,012,937 | -22.7% | 94,090 | -23.4% | 1.08% | -29.9% |
| Q3 2022 | $5,189,000 | -6.7% | 122,898 | -1.2% | 1.54% | -0.8% |
| Q2 2022 | $5,560,000 | -6.2% | 124,359 | +0.4% | 1.55% | +6.4% |
| Q1 2022 | $5,928,000 | -5.7% | 123,879 | +1.8% | 1.46% | -0.6% |
| Q4 2021 | $6,289,000 | -0.9% | 121,694 | -0.4% | 1.47% | -3.5% |
| Q3 2021 | $6,346,000 | -1.5% | 122,231 | -1.0% | 1.52% | -1.1% |
| Q2 2021 | $6,443,000 | -5.6% | 123,428 | -7.4% | 1.54% | -10.9% |
| Q1 2021 | $6,822,000 | +75700.0% | 133,247 | -16.6% | 1.73% | +15618.2% |
| Q4 2020 | $9,000 | – | 159,833 | – | 0.01% | – |
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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% |