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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,097 | +2.4% | 48 | 0.0% | 0.00% | – |
| Q4 2022 | $2,047 | +2.4% | 48 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -50.0% | 48 | -41.5% | 0.00% | – |
| Q1 2022 | $4,000 | +33.3% | 82 | +15.5% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -25.0% | 71 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | +100.0% | 71 | +47.9% | 0.00% | – |
| Q1 2021 | $2,000 | -77.8% | 48 | -73.0% | 0.00% | – |
| Q1 2020 | $9,000 | – | 178 | – | 0.00% | – |
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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% |