WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 140 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $785,931 | +24.9% | 18,294 | +26.2% | 0.03% | +22.7% |
| Q1 2024 | $629,321 | +96.7% | 14,500 | +99.5% | 0.02% | +69.2% |
| Q4 2023 | $320,002 | +5808.5% | 7,269 | +5491.5% | 0.01% | – |
| Q3 2023 | $5,416 | -3.0% | 130 | 0.0% | 0.00% | – |
| Q2 2023 | $5,585 | -0.7% | 130 | +0.8% | 0.00% | – |
| Q1 2023 | $5,623 | -24.8% | 129 | -26.3% | 0.00% | – |
| Q4 2022 | $7,480 | -75.1% | 175 | -74.0% | 0.00% | -100.0% |
| Q3 2022 | $30,000 | 0.0% | 673 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $30,000 | -14.3% | 673 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | -47.8% | 671 | -48.3% | 0.00% | 0.0% |
| Q3 2021 | $67,000 | -6.9% | 1,298 | -5.9% | 0.00% | 0.0% |
| Q2 2021 | $72,000 | -7.7% | 1,379 | -9.6% | 0.00% | -33.3% |
| Q1 2021 | $78,000 | – | 1,526 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 841,265 | $36,140,763 | 16.69% |
| Schwallier Wealth Management LLC | 240,950 | $10,351,192 | 8.41% |
| Prestige Wealth Management Group LLC | 582,481 | $25,023,397 | 5.40% |
| INVENIO WEALTH PARTNERS LLC | 218,036 | $9,366,827 | 4.64% |
| Symphony Financial, Ltd. Co. | 335,278 | $14,460,526 | 2.64% |
| Oxinas Partners Wealth Management LLC | 81,890 | $3,517,998 | 2.34% |
| GSB Wealth Management, LLC | 149,281 | $6,413,108 | 1.75% |
| Trilogy Capital Inc. | 748,035 | $32,135,567 | 1.74% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 70,842 | $3,043,372 | 1.60% |
| Smartleaf Asset Management LLC | 195,085 | $8,414,016 | 1.38% |