WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 172 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,382,829 | +0.4% | 394,671 | +4.2% | 0.00% | 0.0% |
| Q2 2023 | $16,322,086 | +87.2% | 378,790 | +89.8% | 0.00% | +100.0% |
| Q1 2023 | $8,719,082 | +23.3% | 199,567 | +20.3% | 0.00% | 0.0% |
| Q4 2022 | $7,074,228 | +6.5% | 165,867 | +5.4% | 0.00% | 0.0% |
| Q3 2022 | $6,642,000 | -8.3% | 157,316 | -2.9% | 0.00% | 0.0% |
| Q2 2022 | $7,246,000 | -4.0% | 162,060 | +2.7% | 0.00% | 0.0% |
| Q1 2022 | $7,551,000 | -33.5% | 157,801 | -28.1% | 0.00% | 0.0% |
| Q4 2021 | $11,349,000 | -2.1% | 219,594 | -1.7% | 0.00% | -50.0% |
| Q3 2021 | $11,594,000 | +1.1% | 223,311 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $11,470,000 | -16.1% | 219,729 | -17.7% | 0.00% | 0.0% |
| Q1 2021 | $13,664,000 | -7.1% | 266,866 | -2.6% | 0.00% | 0.0% |
| Q4 2020 | $14,716,000 | -1.2% | 274,088 | -1.0% | 0.00% | -33.3% |
| Q3 2020 | $14,898,000 | -7.2% | 276,822 | -7.2% | 0.00% | -25.0% |
| Q2 2020 | $16,056,000 | +30.4% | 298,327 | +25.1% | 0.00% | +33.3% |
| Q1 2020 | $12,315,000 | +7.2% | 238,432 | +8.5% | 0.00% | 0.0% |
| Q4 2019 | $11,486,000 | +32.4% | 219,829 | +32.5% | 0.00% | +50.0% |
| Q3 2019 | $8,672,000 | +15.2% | 165,876 | +12.9% | 0.00% | 0.0% |
| Q2 2019 | $7,528,000 | +35.2% | 146,907 | +31.5% | 0.00% | 0.0% |
| Q1 2019 | $5,566,000 | -25.2% | 111,706 | -27.7% | 0.00% | 0.0% |
| Q4 2018 | $7,446,000 | -29.0% | 154,408 | -28.8% | 0.00% | -33.3% |
| Q3 2018 | $10,492,000 | -15.7% | 216,955 | -15.5% | 0.00% | 0.0% |
| Q2 2018 | $12,442,000 | +6.3% | 256,761 | +8.2% | 0.00% | 0.0% |
| Q1 2018 | $11,704,000 | -19.9% | 237,410 | -17.6% | 0.00% | -25.0% |
| Q4 2017 | $14,613,000 | +56.6% | 288,116 | +56.6% | 0.00% | +33.3% |
| Q3 2017 | $9,332,000 | +15.3% | 183,994 | +14.8% | 0.00% | +50.0% |
| Q2 2017 | $8,092,000 | -26.0% | 160,238 | -27.0% | 0.00% | 0.0% |
| Q1 2017 | $10,936,000 | +46.0% | 219,510 | +45.3% | 0.00% | +100.0% |
| Q4 2016 | $7,490,000 | -10.9% | 151,068 | -6.6% | 0.00% | -66.7% |
| Q3 2016 | $8,408,000 | +2203.6% | 161,693 | +2191.9% | 0.00% | – |
| Q2 2016 | $365,000 | – | 7,055 | – | 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% |