WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,725 | -29.5% | 2,981 | -26.8% | 0.06% | -26.2% |
| Q2 2023 | $175,557 | -1.1% | 4,074 | +0.3% | 0.08% | -8.7% |
| Q1 2023 | $177,450 | -19.6% | 4,062 | -21.5% | 0.09% | -17.1% |
| Q4 2022 | $220,578 | -12.8% | 5,172 | -13.6% | 0.11% | -21.8% |
| Q3 2022 | $253,000 | -5.2% | 5,989 | +0.3% | 0.14% | +2.9% |
| Q2 2022 | $267,000 | -6.3% | 5,971 | +0.3% | 0.14% | -0.7% |
| Q1 2022 | $285,000 | -7.2% | 5,956 | +0.2% | 0.14% | -5.4% |
| Q4 2021 | $307,000 | -0.3% | 5,945 | +0.2% | 0.15% | -10.4% |
| Q3 2021 | $308,000 | -4.9% | 5,932 | -4.5% | 0.16% | -8.9% |
| Q2 2021 | $324,000 | +2.2% | 6,210 | +0.2% | 0.18% | -8.2% |
| Q1 2021 | $317,000 | -4.5% | 6,198 | +0.2% | 0.20% | -11.3% |
| Q4 2020 | $332,000 | -8.5% | 6,184 | -8.4% | 0.22% | -25.1% |
| Q3 2020 | $363,000 | 0.0% | 6,754 | +0.2% | 0.30% | +0.7% |
| Q2 2020 | $363,000 | +2.3% | 6,738 | -2.1% | 0.29% | -19.5% |
| Q1 2020 | $355,000 | – | 6,880 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |