WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $212,614 | -17.6% | 5,122 | -14.4% | 0.14% | -23.8% |
Q2 2023 | $257,937 | -8.2% | 5,986 | -6.9% | 0.19% | -13.3% |
Q1 2023 | $281,014 | -24.3% | 6,432 | -26.1% | 0.22% | -31.0% |
Q4 2022 | $371,439 | +0.1% | 8,709 | -1.0% | 0.32% | -10.2% |
Q3 2022 | $371,000 | -4.4% | 8,798 | +1.4% | 0.35% | -0.8% |
Q2 2022 | $388,000 | -8.5% | 8,679 | -1.9% | 0.36% | +57.1% |
Q1 2022 | $424,000 | -4.1% | 8,851 | +3.5% | 0.23% | +1.8% |
Q4 2021 | $442,000 | – | 8,553 | – | 0.22% | – |
Download |
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% |