WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 173 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,200 | +2458.1% | 53 | +2550.0% | 0.00% | – |
| Q2 2023 | $86 | -99.8% | 2 | -99.7% | 0.00% | – |
| Q1 2023 | $34,690 | +28569.4% | 794 | +26366.7% | 0.00% | – |
| Q4 2022 | $121 | – | 3 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 3 | +200.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 1 | -97.4% | 0.00% | – |
| Q1 2022 | $2,000 | -97.3% | 38 | -97.4% | 0.00% | – |
| Q4 2021 | $75,000 | +2400.0% | 1,465 | +2153.8% | 0.00% | – |
| Q3 2021 | $3,000 | +50.0% | 65 | +30.0% | 0.00% | – |
| Q2 2021 | $2,000 | -33.3% | 50 | -10.7% | 0.00% | – |
| Q1 2021 | $3,000 | -78.6% | 56 | -78.1% | 0.00% | – |
| Q4 2020 | $14,000 | +250.0% | 256 | +245.9% | 0.00% | – |
| Q3 2020 | $4,000 | -33.3% | 74 | -28.8% | 0.00% | – |
| Q2 2020 | $6,000 | -45.5% | 104 | -52.9% | 0.00% | – |
| Q1 2020 | $11,000 | +120.0% | 221 | +114.6% | 0.00% | – |
| Q4 2019 | $5,000 | -16.7% | 103 | -10.4% | 0.00% | – |
| Q3 2019 | $6,000 | +100.0% | 115 | +125.5% | 0.00% | – |
| Q2 2019 | $3,000 | – | 51 | +2450.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |