WISDOMTREE TR shareholders Q3 2023

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%.

WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 173,556$7,204,2980.13%
Walkner Condon Financial Advisors LLC 11,175$463,8740.12%
Institute for Wealth Management, LLC. 13,292$551,7580.10%
McNamara Financial Services, Inc. 8,707$361,4280.09%
CVA Family Office, LLC 9,305$386,2700.09%
SNS Financial Group, LLC 15,874$658,9300.09%
Winch Advisory Services, LLC 5,528$2290.08%
Mutual Advisors, LLC 50,491$2,095,8980.08%
Gateway Wealth Partners, LLC 10,674$443,0840.08%
NBC SECURITIES, INC. 17,054$7070.08%
Financial Gravity Asset Management, Inc. 2,280$6,317,9400.07%
Perennial Advisors, LLC 6,005$249,2680.07%
MERCER GLOBAL ADVISORS INC /ADV 417,606$17,3350.07%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,981$123,7250.06%
Atria Investments, Inc 84,345$3,501,1610.06%
ICA Group Wealth Management, LLC 4,904$203,5830.06%
BluePath Capital Management, LLC 1,480$61,4350.06%
Patriot Financial Group Insurance Agency, LLC 6,020$249,9080.05%
Western Wealth Management, LLC 14,199$589,3900.05%
NorthCrest Asset Manangement, LLC 29,483$1,223,8390.05%
External links

This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.