WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,021 | -14.3% | 9,974 | -11.0% | 0.25% | -13.9% |
| Q2 2023 | $483,151 | -8.0% | 11,213 | -6.7% | 0.29% | -13.3% |
| Q1 2023 | $525,134 | -34.0% | 12,020 | -35.6% | 0.33% | -36.7% |
| Q4 2022 | $795,946 | +11.2% | 18,662 | +10.1% | 0.52% | +3.2% |
| Q3 2022 | $716,000 | -17.3% | 16,948 | -12.5% | 0.51% | -10.7% |
| Q2 2022 | $866,000 | -24.1% | 19,375 | -12.3% | 0.57% | -9.1% |
| Q4 2021 | $1,141,000 | +0.9% | 22,082 | -6.6% | 0.62% | -4.1% |
| Q1 2021 | $1,131,000 | – | 23,635 | – | 0.65% | – |
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% |