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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,708,115 | +60.7% | 4,497,907 | +66.8% | 0.02% | +75.0% |
| Q2 2023 | $116,209,421 | -37.6% | 2,696,900 | -36.7% | 0.01% | -36.8% |
| Q1 2023 | $186,110,443 | +69.4% | 4,259,795 | +65.4% | 0.02% | +46.2% |
| Q4 2022 | $109,834,370 | +198.2% | 2,575,249 | +195.2% | 0.01% | +225.0% |
| Q3 2022 | $36,835,000 | +12.8% | 872,468 | +19.4% | 0.00% | 0.0% |
| Q2 2022 | $32,657,000 | +54.5% | 730,433 | +65.4% | 0.00% | +100.0% |
| Q1 2022 | $21,134,000 | +10.1% | 441,683 | +19.0% | 0.00% | 0.0% |
| Q4 2021 | $19,189,000 | +2.3% | 371,293 | +2.8% | 0.00% | 0.0% |
| Q3 2021 | $18,761,000 | +10.1% | 361,348 | +10.7% | 0.00% | 0.0% |
| Q2 2021 | $17,043,000 | +8.3% | 326,493 | +6.2% | 0.00% | 0.0% |
| Q1 2021 | $15,737,000 | -6.1% | 307,367 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $16,767,000 | +17.0% | 312,304 | +17.3% | 0.00% | 0.0% |
| Q3 2020 | $14,334,000 | +7.4% | 266,317 | +7.4% | 0.00% | 0.0% |
| Q2 2020 | $13,350,000 | +28.2% | 248,046 | +23.0% | 0.00% | 0.0% |
| Q1 2020 | $10,413,000 | +24.5% | 201,611 | +25.9% | 0.00% | +100.0% |
| Q4 2019 | $8,367,000 | +2.9% | 160,130 | +2.9% | 0.00% | 0.0% |
| Q3 2019 | $8,133,000 | +43.7% | 155,561 | +40.8% | 0.00% | 0.0% |
| Q2 2019 | $5,659,000 | +11.4% | 110,454 | +8.4% | 0.00% | 0.0% |
| Q1 2019 | $5,079,000 | +26.2% | 101,920 | +22.1% | 0.00% | 0.0% |
| Q4 2018 | $4,025,000 | -19.8% | 83,454 | -19.5% | 0.00% | 0.0% |
| Q3 2018 | $5,016,000 | -22.1% | 103,720 | -22.0% | 0.00% | 0.0% |
| Q2 2018 | $6,440,000 | -26.9% | 132,910 | -25.6% | 0.00% | -50.0% |
| Q1 2018 | $8,808,000 | -0.2% | 178,662 | +2.6% | 0.00% | +100.0% |
| Q4 2017 | $8,829,000 | +22.3% | 174,060 | +22.3% | 0.00% | 0.0% |
| Q3 2017 | $7,218,000 | +27.2% | 142,320 | +26.7% | 0.00% | 0.0% |
| Q2 2017 | $5,674,000 | +8.6% | 112,370 | +7.2% | 0.00% | 0.0% |
| Q1 2017 | $5,223,000 | +124.5% | 104,834 | +123.4% | 0.00% | 0.0% |
| Q4 2016 | $2,326,000 | -20.5% | 46,918 | -16.6% | 0.00% | 0.0% |
| Q3 2016 | $2,927,000 | +1047.8% | 56,281 | +1043.7% | 0.00% | – |
| Q2 2016 | $255,000 | – | 4,921 | – | 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% |