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 | $212,527 | -3.1% | 5,120 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $219,396 | -0.9% | 5,092 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $221,319 | +2.9% | 5,066 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $214,985 | -20.7% | 5,041 | -21.4% | 0.00% | 0.0% |
| Q3 2022 | $271,000 | -5.2% | 6,416 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $286,000 | -6.2% | 6,396 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $305,000 | -53.8% | 6,380 | -50.0% | 0.00% | -50.0% |
| Q4 2021 | $660,000 | -0.3% | 12,767 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $662,000 | -0.5% | 12,752 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $665,000 | +1.5% | 12,739 | -0.4% | 0.00% | 0.0% |
| Q1 2021 | $655,000 | -4.5% | 12,787 | +0.1% | 0.00% | -33.3% |
| Q4 2020 | $686,000 | +0.6% | 12,773 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $682,000 | -2.3% | 12,681 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $698,000 | +4.3% | 12,966 | +0.1% | 0.00% | -25.0% |
| Q1 2020 | $669,000 | -1.0% | 12,949 | +0.1% | 0.00% | +33.3% |
| Q4 2019 | $676,000 | +0.1% | 12,930 | +0.2% | 0.00% | -25.0% |
| Q3 2019 | $675,000 | +2.3% | 12,910 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $660,000 | +3.0% | 12,890 | +0.2% | 0.00% | 0.0% |
| Q1 2019 | $641,000 | +3.4% | 12,869 | +0.1% | 0.00% | -20.0% |
| Q4 2018 | $620,000 | – | 12,850 | – | 0.01% | – |
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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% |