Schwallier Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 147 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Schwallier Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$10,351,192
+5.6%
240,950
+6.7%
8.41%
+6.5%
Q1 2024$9,800,194
-16.5%
225,811
-15.3%
7.90%
-18.8%
Q4 2023$11,734,133266,5649.73%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
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