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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,090 | -10.9% | 5,747 | -11.8% | 0.10% | -23.9% |
| Q3 2022 | $275,000 | -59.7% | 6,519 | -57.1% | 0.13% | -59.3% |
| Q2 2022 | $682,000 | +9.1% | 15,186 | +16.3% | 0.33% | +20.5% |
| Q1 2022 | $625,000 | -63.6% | 13,056 | -60.7% | 0.27% | -64.8% |
| Q4 2021 | $1,717,000 | +127.7% | 33,224 | +128.6% | 0.78% | +109.2% |
| Q3 2021 | $754,000 | +19.7% | 14,531 | +20.4% | 0.37% | +15.6% |
| Q2 2021 | $630,000 | +2.6% | 12,072 | +0.6% | 0.32% | -15.7% |
| Q1 2021 | $614,000 | -5.1% | 11,999 | -0.4% | 0.38% | +24.9% |
| Q4 2020 | $647,000 | – | 12,047 | – | 0.30% | – |
Download | ||||||
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% |