PFS INVESTMENTS INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 159 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PFS INVESTMENTS INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$13,190,000
-10.7%
275,654
-3.5%
0.25%
-12.6%
Q4 2021$14,768,000
+8.1%
285,768
+9.1%
0.29%
+1.1%
Q3 2021$13,666,000
+4.7%
261,904
+5.3%
0.28%
-4.7%
Q2 2021$13,057,000
+7.6%
248,707
+4.9%
0.30%
-4.5%
Q1 2021$12,139,000
+6.7%
237,092
+10.5%
0.31%
-2.8%
Q4 2020$11,377,000
-78.5%
214,653
-78.1%
0.32%
-81.8%
Q3 2020$52,843,000
+13.1%
981,845
+13.1%
1.76%
+1.8%
Q2 2020$46,742,000
+176.3%
868,483
+165.2%
1.72%
+135.2%
Q1 2020$16,917,000
-66.6%
327,536
-66.2%
0.73%
-62.5%
Q4 2019$50,617,000
-0.4%
968,752
-0.4%
1.95%
-10.6%
Q3 2019$50,845,000
+24.5%
972,551
+22.1%
2.18%
+18.2%
Q2 2019$40,847,000
+26.7%
796,235
+23.1%
1.85%
+15.6%
Q1 2019$32,243,000647,0521.60%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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