WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 173 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,845 | -3.7% | 189 | 0.0% | 0.00% | – |
| Q2 2023 | $8,144 | -1.4% | 189 | 0.0% | 0.00% | – |
| Q1 2023 | $8,257 | +103112.5% | 189 | 0.0% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 189 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 189 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 189 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -25.0% | 189 | -17.5% | 0.00% | – |
| Q4 2021 | $12,000 | +20.0% | 229 | +21.2% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 189 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | -96.6% | 189 | -96.7% | 0.00% | -100.0% |
| Q1 2021 | $294,000 | – | 5,744 | – | 0.01% | – |
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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% |