Red Tortoise LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 132 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
Red Tortoise LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,786
-2.7%
163
+0.6%
0.01%
+25.0%
Q2 2023$6,976
-0.5%
162
+1.2%
0.00%
-20.0%
Q1 2023$7,010
+3.3%
160
+0.6%
0.01%0.0%
Q4 2022$6,784
-3.1%
159
+0.6%
0.01%0.0%
Q3 2021$7,0001580.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
SimpliFi, Inc. 841,265$36,140,76316.69%
Schwallier Wealth Management LLC 240,950$10,351,1928.41%
Prestige Wealth Management Group LLC 582,481$25,023,3975.40%
INVENIO WEALTH PARTNERS LLC 218,036$9,366,8274.64%
Symphony Financial, Ltd. Co. 335,278$14,460,5262.64%
Oxinas Partners Wealth Management LLC 81,890$3,517,9982.34%
GSB Wealth Management, LLC 149,281$6,413,1081.75%
Trilogy Capital Inc. 748,035$32,135,5671.74%
AMERICAN FINANCIAL & TAX STRATEGIES INC 70,842$3,043,3721.60%
Smartleaf Asset Management LLC 195,085$8,414,0161.38%
View complete list of WISDOMTREE TR shareholders