David Kennon Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
David Kennon Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,352,497
-5.0%
32,582
-1.4%
0.65%
-2.3%
Q2 2023$1,423,530
-10.1%
33,036
-8.8%
0.66%
-14.1%
Q1 2023$1,582,725
-62.8%
36,226
-63.7%
0.77%
-65.2%
Q4 2022$4,256,367
+3.6%
99,798
+2.6%
2.22%
-1.9%
Q3 2022$4,107,00097,2672.26%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
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