WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,923 | -8.5% | 11,128 | -5.0% | 0.42% | -5.3% |
| Q2 2023 | $504,929 | -1.6% | 11,718 | -0.2% | 0.45% | -15.9% |
| Q1 2023 | $513,226 | -4.8% | 11,747 | -3.5% | 0.53% | -4.8% |
| Q4 2022 | $539,042 | +6.5% | 12,168 | -0.1% | 0.56% | +2.7% |
| Q3 2022 | $506,000 | -11.1% | 12,180 | -1.2% | 0.55% | -11.2% |
| Q2 2022 | $569,000 | +2.2% | 12,322 | +0.6% | 0.62% | +22.3% |
| Q1 2022 | $557,000 | +5.7% | 12,243 | +14.5% | 0.50% | +0.8% |
| Q4 2021 | $527,000 | – | 10,693 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |