WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 146 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,104,332 | -20.6% | 26,604 | -17.6% | 0.00% | – |
| Q2 2023 | $1,391,032 | -12.3% | 32,282 | -11.0% | 0.00% | – |
| Q1 2023 | $1,585,248 | -19.1% | 36,284 | -21.0% | 0.00% | -100.0% |
| Q4 2022 | $1,958,317 | +17.6% | 45,916 | +16.4% | 0.00% | 0.0% |
| Q3 2022 | $1,665,000 | -26.7% | 39,438 | -22.4% | 0.00% | 0.0% |
| Q2 2022 | $2,273,000 | -44.6% | 50,841 | -40.8% | 0.00% | 0.0% |
| Q1 2022 | $4,106,000 | -70.8% | 85,811 | -68.4% | 0.00% | -75.0% |
| Q4 2021 | $14,040,000 | -3.3% | 271,675 | -2.9% | 0.00% | +33.3% |
| Q3 2021 | $14,520,000 | +1.1% | 279,654 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $14,356,000 | +14.3% | 275,020 | +12.1% | 0.00% | 0.0% |
| Q1 2021 | $12,557,000 | -36.0% | 245,255 | -32.8% | 0.00% | -40.0% |
| Q4 2020 | $19,608,000 | -27.2% | 365,218 | -27.0% | 0.01% | -28.6% |
| Q3 2020 | $26,922,000 | +13.5% | 500,228 | +13.5% | 0.01% | 0.0% |
| Q2 2020 | $23,725,000 | +20.3% | 440,821 | +15.5% | 0.01% | 0.0% |
| Q1 2020 | $19,714,000 | +54.6% | 381,671 | +56.4% | 0.01% | +133.3% |
| Q4 2019 | $12,753,000 | +744.6% | 244,089 | +745.2% | 0.00% | – |
| Q3 2019 | $1,510,000 | +78.7% | 28,881 | +75.2% | 0.00% | – |
| Q2 2019 | $845,000 | +61.9% | 16,489 | +57.4% | 0.00% | – |
| Q1 2019 | $522,000 | +63.1% | 10,473 | +58.1% | 0.00% | – |
| Q4 2018 | $320,000 | +29.0% | 6,626 | +29.3% | 0.00% | – |
| Q3 2018 | $248,000 | – | 5,123 | +512200.0% | 0.00% | – |
| Q4 2016 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |