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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $254,000 | -16.7% | 5,316 | -10.1% | 0.17% | -22.1% |
| Q4 2021 | $305,000 | -31.0% | 5,911 | -30.5% | 0.22% | -31.7% |
| Q3 2021 | $442,000 | 0.0% | 8,509 | +0.4% | 0.32% | +1.9% |
| Q2 2021 | $442,000 | -6.6% | 8,475 | -8.3% | 0.32% | -17.8% |
| Q1 2021 | $473,000 | -37.6% | 9,239 | -34.6% | 0.39% | -39.3% |
| Q4 2020 | $758,000 | -94.8% | 14,124 | -94.8% | 0.64% | -94.8% |
| Q3 2020 | $14,717,000 | +0.9% | 273,447 | +0.9% | 12.21% | -2.6% |
| Q2 2020 | $14,584,000 | +6.1% | 270,972 | +1.8% | 12.54% | -20.4% |
| Q1 2020 | $13,743,000 | -0.2% | 266,081 | +0.9% | 15.76% | +45.0% |
| Q4 2019 | $13,776,000 | +0.4% | 263,661 | +0.5% | 10.87% | -11.1% |
| Q3 2019 | $13,717,000 | +36.7% | 262,369 | +33.9% | 12.23% | +42.7% |
| Q2 2019 | $10,037,000 | -27.2% | 195,888 | -29.2% | 8.58% | -33.1% |
| Q1 2019 | $13,778,000 | +74.4% | 276,493 | +68.7% | 12.82% | +51.1% |
| Q4 2018 | $7,901,000 | -1.3% | 163,857 | -1.0% | 8.48% | +19.1% |
| Q3 2018 | $8,003,000 | +3.0% | 165,483 | +3.2% | 7.12% | -1.0% |
| Q2 2018 | $7,772,000 | +0.4% | 160,383 | +2.1% | 7.19% | -3.6% |
| Q1 2018 | $7,742,000 | – | 157,043 | – | 7.46% | – |
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% |