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% | – |
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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% |