WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 161 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,069,588 | -6.7% | 24,897 | -5.7% | 0.50% | -7.3% |
| Q1 2024 | $1,146,299 | -0.5% | 26,412 | +0.9% | 0.54% | -11.4% |
| Q4 2023 | $1,152,400 | +15.9% | 26,179 | +9.3% | 0.61% | -0.8% |
| Q3 2023 | $994,165 | +17.5% | 23,950 | +21.9% | 0.61% | +20.0% |
| Q2 2023 | $846,288 | +4.5% | 19,640 | +6.0% | 0.51% | -1.7% |
| Q1 2023 | $809,882 | +1.9% | 18,537 | -0.5% | 0.52% | -4.8% |
| Q4 2022 | $794,911 | +8.3% | 18,638 | +7.1% | 0.54% | -5.1% |
| Q3 2022 | $734,000 | +3.2% | 17,396 | +9.4% | 0.57% | +11.9% |
| Q2 2022 | $711,000 | -4.0% | 15,905 | +2.6% | 0.51% | +8.9% |
| Q1 2022 | $741,000 | -1.7% | 15,495 | +6.2% | 0.47% | +1.3% |
| Q4 2021 | $754,000 | +4.3% | 14,588 | +4.7% | 0.46% | -1.9% |
| Q3 2021 | $723,000 | – | 13,936 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |