WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 849,879 | $36,621,268 | 17.31% |
| Prestige Wealth Management Group LLC | 520,306 | $22,419,973 | 5.31% |
| KLR INVESTMENT ADVISORS, LLC | 116,656 | $5,026,688 | 4.14% |
| Trilogy Capital Inc. | 626,710 | $27,080,125 | 1.73% |
| 3D/L Capital Management, LLC | 128,569 | $5,540,056 | 1.60% |
| Symphony Financial, Ltd. Co. | 122,812 | $5,278,435 | 1.30% |
| Oxinas Partners Wealth Management LLC | 42,773 | $1,843,087 | 1.21% |
| My Legacy Advisors, LLC | 66,828 | $2,898,330 | 1.14% |
| Sharper & Granite LLC | 45,015 | $1,939,698 | 1.12% |
| Savant Capital, LLC | 1,348,831 | $58,121,135 | 0.91% |
| David Kennon Inc | 33,036 | $1,423,530 | 0.66% |
| Truadvice, LLC | 39,027 | $1,662,940 | 0.61% |
| Centennial Wealth Advisory LLC | 26,860 | $1,157,384 | 0.60% |
| INVENIO WEALTH PARTNERS LLC | 11,900 | $512,771 | 0.58% |
| Kingdom Financial Group LLC. | 12,285 | $529,371 | 0.52% |
| OLD MISSION CAPITAL LLC | 557,806 | $24,035,860 | 0.52% |
| Independent Wealth Network Inc. | 19,640 | $846,288 | 0.51% |
| Trinity Wealth Management, LLC | 17,713 | $763,253 | 0.47% |
| MARIPAU WEALTH MANAGEMENT LLC | 11,718 | $504,929 | 0.45% |
| WealthPLAN Partners, LLC | 72,483 | $3,123,292 | 0.44% |
External links
This page lists WISDOMTREE TR's shareholders in Q2 2023. To view WISDOMTREE TR's shareholder history, click here.