Corient Private Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 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
Corient Private Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,000,636
-39.2%
48,197
-36.9%
0.01%
-37.5%
Q2 2023$3,292,681
-8.9%
76,414
-7.7%
0.01%
-20.0%
Q1 2023$3,615,212
+8.6%
82,747
+6.0%
0.01%
-16.7%
Q4 2022$3,329,46678,0650.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
JD Financial Services Inc. 256,014$13,292,00012.13%
Prestige Wealth Management Group LLC 660,527$34,295,0008.78%
Private Wealth Strategies, L.L.C. 565,792$29,381,0007.36%
Echo Wealth Management, LLC 115,247$5,953,0007.05%
Leicht Financial Planning & Wealth Management, Inc. 153,580$8,106,0004.87%
RFG Advisory, LLC 991,776$51,493,0004.23%
Cardan Capital Partners, LLC 579,760$30,101,0003.37%
COLTON GROOME FINANCIAL ADVISORS, LLC 133,304$6,921,0003.01%
KWB Wealth 274,850$14,270,0002.54%
Golden State Equity Partners 101,239$5,256,0002.14%
View complete list of WISDOMTREE TR shareholders