WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 155 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,264,420 | -14.7% | 100,552 | -11.4% | 3.08% | -14.6% |
| Q4 2023 | $4,997,414 | +1.4% | 113,526 | +0.6% | 3.61% | -19.4% |
| Q3 2023 | $4,930,380 | -1.9% | 112,849 | -3.3% | 4.48% | +8.2% |
| Q2 2023 | $5,026,688 | +1.0% | 116,656 | +2.4% | 4.14% | -5.4% |
| Q1 2023 | $4,976,298 | +7.8% | 113,900 | +5.2% | 4.38% | +15.1% |
| Q4 2022 | $4,618,142 | – | 108,280 | – | 3.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |