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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310 | +18.3% | 7,477 | +22.8% | 0.00% | 0.0% |
| Q2 2023 | $262 | -9.7% | 6,089 | -8.6% | 0.00% | 0.0% |
| Q1 2023 | $290 | -33.2% | 6,659 | -34.7% | 0.00% | 0.0% |
| Q4 2022 | $434 | -99.9% | 10,190 | -7.7% | 0.00% | 0.0% |
| Q3 2022 | $465,000 | +28.1% | 11,037 | +45.3% | 0.00% | 0.0% |
| Q1 2022 | $363,000 | -28.5% | 7,596 | -22.8% | 0.00% | 0.0% |
| Q4 2021 | $508,000 | +0.2% | 9,838 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $507,000 | +10.9% | 9,767 | +11.4% | 0.00% | 0.0% |
| Q2 2021 | $457,000 | -17.5% | 8,765 | -19.1% | 0.00% | -50.0% |
| Q1 2021 | $554,000 | -14.8% | 10,839 | -10.5% | 0.00% | 0.0% |
| Q4 2020 | $650,000 | +57.0% | 12,113 | +57.5% | 0.00% | +100.0% |
| Q3 2020 | $414,000 | +98.1% | 7,692 | +97.4% | 0.00% | 0.0% |
| Q2 2020 | $209,000 | +4.0% | 3,896 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $201,000 | -28.0% | 3,896 | -31.2% | 0.00% | -50.0% |
| Q1 2018 | $279,000 | 0.0% | 5,665 | +2.8% | 0.00% | 0.0% |
| Q4 2017 | $279,000 | – | 5,510 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 862,713 | $35,811,206 | 17.65% |
| Prestige Wealth Management Group LLC | 568,269 | $23,588,849 | 5.82% |
| KLR INVESTMENT ADVISORS, LLC | 112,849 | $4,930,380 | 4.48% |
| INVENIO WEALTH PARTNERS LLC | 67,602 | $2,806,159 | 2.55% |
| Symphony Financial, Ltd. Co. | 196,280 | $8,098,503 | 1.98% |
| Trilogy Capital Inc. | 604,662 | $25,099,530 | 1.70% |
| Oxinas Partners Wealth Management LLC | 47,620 | $1,976,698 | 1.47% |
| Truadvice, LLC | 83,896 | $3,493,429 | 1.37% |
| 3D/L Capital Management, LLC | 98,592 | $4,092,558 | 1.33% |
| My Legacy Advisors, LLC | 72,432 | $2,945,802 | 1.20% |