WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 165 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,000 | +2.6% | 9,691 | +6.6% | 0.00% | – |
| Q2 2023 | $392,000 | -7.8% | 9,088 | -6.5% | 0.00% | – |
| Q1 2023 | $425,000 | +153.0% | 9,724 | +147.4% | 0.00% | – |
| Q4 2022 | $168,000 | -29.7% | 3,930 | -30.7% | 0.00% | – |
| Q3 2022 | $239,000 | +3.5% | 5,667 | +9.4% | 0.00% | – |
| Q2 2022 | $231,000 | +30.5% | 5,180 | +40.3% | 0.00% | – |
| Q1 2022 | $177,000 | -6.8% | 3,692 | +0.1% | 0.00% | – |
| Q4 2021 | $190,000 | +6.7% | 3,690 | +7.6% | 0.00% | – |
| Q3 2021 | $178,000 | +1518.2% | 3,428 | +1532.4% | 0.00% | – |
| Q2 2021 | $11,000 | -42.1% | 210 | -42.5% | 0.00% | – |
| Q1 2021 | $19,000 | -91.6% | 365 | -91.3% | 0.00% | – |
| Q4 2020 | $225,000 | +0.9% | 4,186 | +1.3% | 0.00% | – |
| Q3 2020 | $223,000 | 0.0% | 4,132 | 0.0% | 0.00% | – |
| Q2 2020 | $223,000 | -12.9% | 4,132 | -16.5% | 0.00% | – |
| Q1 2020 | $256,000 | -3.8% | 4,949 | -2.6% | 0.00% | – |
| Q4 2019 | $266,000 | +411.5% | 5,081 | +407.6% | 0.00% | – |
| Q3 2019 | $52,000 | +10.6% | 1,001 | +8.8% | 0.00% | – |
| Q2 2019 | $47,000 | +327.3% | 920 | +320.1% | 0.00% | – |
| Q1 2019 | $11,000 | +10.0% | 219 | +10.6% | 0.00% | – |
| Q4 2018 | $10,000 | -94.1% | 198 | -94.3% | 0.00% | – |
| Q3 2018 | $170,000 | +507.1% | 3,498 | +525.8% | 0.00% | – |
| Q3 2017 | $28,000 | -82.4% | 559 | -82.2% | 0.00% | – |
| Q2 2017 | $159,000 | -17.2% | 3,146 | -18.3% | 0.00% | – |
| Q1 2017 | $192,000 | -30.2% | 3,853 | -30.6% | 0.00% | – |
| Q4 2016 | $275,000 | -25.9% | 5,553 | -22.1% | 0.00% | – |
| Q3 2016 | $371,000 | -31.5% | 7,131 | -31.9% | 0.00% | – |
| Q2 2016 | $542,000 | +12.0% | 10,464 | +9.4% | 0.00% | – |
| Q1 2016 | $484,000 | -87.0% | 9,563 | -87.4% | 0.00% | -100.0% |
| Q4 2015 | $3,725,000 | -2.3% | 76,025 | -1.0% | 0.00% | -33.3% |
| Q3 2015 | $3,813,000 | – | 76,775 | – | 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% |