Raleigh Capital Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 185 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
Raleigh Capital Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$20,000
-9.1%
468
-5.1%
0.01%
-7.7%
Q2 2022$22,000
-4.3%
493
+3.6%
0.01%
+8.3%
Q1 2022$23,000
-4.2%
476
+52.6%
0.01%
-52.0%
Q4 2021$24,0003120.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
SimpliFi, Inc. 934,081$50,151,00023.37%
Echo Wealth Management, LLC 155,345$8,340,00010.91%
HORIZON FINANCIAL SERVICES, LLC 223,979$12,025,00010.90%
Leicht Financial Planning & Wealth Management, Inc. 284,429$15,262,00010.34%
Prestige Wealth Management Group LLC 640,764$34,403,0009.43%
Private Wealth Strategies, L.L.C. 425,609$22,851,0006.92%
COLTON GROOME FINANCIAL ADVISORS, LLC 116,733$6,267,0004.04%
Clearwater Capital Advisors, LLC 418,423$22,465,0002.98%
KWB Wealth 247,374$13,282,0002.76%
RFG Advisory, LLC 376,004$19,977,0002.62%
View complete list of WISDOMTREE TR shareholders