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 | $73,722 | -8.3% | 1,776 | -4.8% | 0.00% | – |
| Q2 2023 | $80,363 | -1.1% | 1,865 | +0.3% | 0.00% | – |
| Q1 2023 | $81,263 | +508.8% | 1,860 | +494.2% | 0.00% | – |
| Q4 2022 | $13,349 | – | 313 | +7725.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 4 | -81.0% | 0.00% | – |
| Q2 2022 | $1,000 | -97.7% | 21 | -97.5% | 0.00% | – |
| Q2 2021 | $43,000 | +2.4% | 826 | 0.0% | 0.00% | – |
| Q1 2021 | $42,000 | -4.5% | 826 | 0.0% | 0.00% | – |
| Q4 2020 | $44,000 | +29.4% | 826 | +29.1% | 0.00% | – |
| Q3 2020 | $34,000 | +3300.0% | 640 | +4471.4% | 0.00% | – |
| Q2 2020 | $1,000 | -99.3% | 14 | -99.5% | 0.00% | – |
| Q4 2019 | $146,000 | – | 2,800 | +93233.3% | 0.00% | – |
| Q2 2019 | $0 | – | 3 | -25.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 4 | -98.8% | 0.00% | – |
| Q3 2018 | $16,000 | +14.3% | 336 | +16.7% | 0.00% | – |
| Q2 2018 | $14,000 | 0.0% | 288 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | -6.7% | 288 | 0.0% | 0.00% | – |
| Q4 2017 | $15,000 | 0.0% | 288 | 0.0% | 0.00% | – |
| Q3 2017 | $15,000 | 0.0% | 288 | 0.0% | 0.00% | – |
| Q2 2017 | $15,000 | +7.1% | 288 | 0.0% | 0.00% | – |
| Q1 2017 | $14,000 | 0.0% | 288 | 0.0% | 0.00% | – |
| Q4 2016 | $14,000 | -6.7% | 288 | 0.0% | 0.00% | – |
| Q3 2016 | $15,000 | – | 288 | – | 0.00% | – |
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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% |