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 | $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% | – |
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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% |