WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |