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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 685,631 | $36,901,000 | 18.38% |
| Leicht Financial Planning & Wealth Management, Inc. | 315,586 | $16,981,000 | 12.61% |
| Lee Financial Group Hawaii, Inc. | 273,447 | $14,717,000 | 12.21% |
| Prestige Wealth Management Group LLC | 698,427 | $37,589,000 | 11.35% |
| HORIZON FINANCIAL SERVICES, LLC | 207,496 | $11,167,000 | 10.85% |
| 3D ASSET MANAGEMENT, INC | 579,617 | $31,195,000 | 8.68% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 207,460 | $11,165,000 | 7.84% |
| Private Wealth Strategies, L.L.C. | 386,659 | $20,809,000 | 7.29% |
| Clearwater Capital Advisors, LLC | 353,449 | $19,023,000 | 2.99% |
| Miracle Mile Advisors, LLC | 729,909 | $39,284,000 | 2.74% |