WealthPlan Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 159 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$3,463,843
-1.8%
79,592
-1.0%
0.24%
-5.8%
Q3 2022$3,527,000
-3.9%
80,370
-0.4%
0.26%
+0.8%
Q1 2022$3,671,00080,6900.26%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 519,642$23,241,0006.47%
Prestige Wealth Management Group LLC 493,402$22,060,0005.98%
RFG Advisory, LLC 1,835,146$83,554,0004.83%
Leicht Financial Planning & Wealth Management, Inc. 155,309$6,944,0004.70%
AJ WEALTH STRATEGIES, LLC 1,877,112$83,926,0004.42%
Trilogy Capital Inc. 984,169$44,002,0003.83%
KARLINSKI ANDREW C 41,171$1,841,0002.70%
KWB Wealth 289,900$12,961,0002.50%
Future Financial Wealth Managment LLC 42,524$2,035,0001.99%
COLTON GROOME FINANCIAL ADVISORS, LLC 79,638$3,561,0001.78%
View complete list of WISDOMTREE TR shareholders