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 | $241,793 | +37.0% | 5,825 | +42.2% | 0.03% | +33.3% |
| Q2 2023 | $176,447 | +180.7% | 4,095 | +184.6% | 0.02% | +162.5% |
| Q1 2023 | $62,870 | +4.7% | 1,439 | +2.2% | 0.01% | -11.1% |
| Q4 2022 | $60,051 | +900.8% | 1,408 | +845.0% | 0.01% | +800.0% |
| Q3 2022 | $6,000 | -14.3% | 149 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -56.2% | 149 | -55.1% | 0.00% | -50.0% |
| Q1 2022 | $16,000 | -11.1% | 332 | -5.1% | 0.00% | -33.3% |
| Q3 2021 | $18,000 | -21.7% | 350 | -22.2% | 0.00% | -25.0% |
| Q2 2021 | $23,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | -53.1% | 450 | -51.0% | 0.00% | -60.0% |
| Q4 2020 | $49,000 | +11.4% | 919 | +13.6% | 0.01% | -9.1% |
| Q3 2020 | $44,000 | -61.7% | 809 | -62.2% | 0.01% | -68.6% |
| Q2 2020 | $115,000 | +4.5% | 2,139 | 0.0% | 0.04% | -38.6% |
| Q1 2020 | $110,000 | +746.2% | 2,139 | +755.6% | 0.06% | +850.0% |
| Q4 2019 | $13,000 | -51.9% | 250 | -51.0% | 0.01% | -60.0% |
| Q3 2019 | $27,000 | +107.7% | 510 | +104.0% | 0.02% | +114.3% |
| Q2 2019 | $13,000 | +8.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | 0.0% | 250 | 0.0% | 0.01% | -22.2% |
| Q4 2018 | $12,000 | 0.0% | 250 | 0.0% | 0.01% | +28.6% |
| Q3 2018 | $12,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $12,000 | – | 250 | – | 0.01% | – |
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% |