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 | $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% | – |
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% |