WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 147 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,533,000 | +52.6% | 106,842 | +54.0% | 0.04% | +40.0% |
| Q3 2019 | $3,627,000 | -29.4% | 69,371 | -30.8% | 0.02% | -32.4% |
| Q2 2019 | $5,137,000 | +25.8% | 100,245 | +22.3% | 0.04% | +19.4% |
| Q1 2019 | $4,082,000 | +36.5% | 81,934 | +32.2% | 0.03% | +14.8% |
| Q4 2018 | $2,990,000 | -17.0% | 61,991 | -16.8% | 0.03% | -10.0% |
| Q3 2018 | $3,603,000 | +4.3% | 74,512 | +6.3% | 0.03% | -6.2% |
| Q2 2018 | $3,454,000 | 0.0% | 70,075 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $3,454,000 | +60.4% | 70,075 | +65.1% | 0.03% | +52.4% |
| Q4 2017 | $2,154,000 | +3.9% | 42,456 | +3.9% | 0.02% | -4.5% |
| Q3 2017 | $2,073,000 | +3.4% | 40,867 | +2.9% | 0.02% | -8.3% |
| Q2 2017 | $2,005,000 | -0.5% | 39,700 | -1.8% | 0.02% | -7.7% |
| Q1 2017 | $2,015,000 | +25.3% | 40,447 | +24.7% | 0.03% | +18.2% |
| Q4 2016 | $1,608,000 | -11.4% | 32,423 | -7.0% | 0.02% | -18.5% |
| Q3 2016 | $1,814,000 | +33.5% | 34,876 | +33.0% | 0.03% | +22.7% |
| Q2 2016 | $1,359,000 | +32.3% | 26,224 | +29.2% | 0.02% | +22.2% |
| Q1 2016 | $1,027,000 | – | 20,305 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 685,631 | $36,901,000 | 18.38% |
| Leicht Financial Planning & Wealth Management, Inc. | 315,586 | $16,981,000 | 12.61% |
| Lee Financial Group Hawaii, Inc. | 273,447 | $14,717,000 | 12.21% |
| Prestige Wealth Management Group LLC | 698,427 | $37,589,000 | 11.35% |
| HORIZON FINANCIAL SERVICES, LLC | 207,496 | $11,167,000 | 10.85% |
| 3D ASSET MANAGEMENT, INC | 579,617 | $31,195,000 | 8.68% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 207,460 | $11,165,000 | 7.84% |
| Private Wealth Strategies, L.L.C. | 386,659 | $20,809,000 | 7.29% |
| Clearwater Capital Advisors, LLC | 353,449 | $19,023,000 | 2.99% |
| Miracle Mile Advisors, LLC | 729,909 | $39,284,000 | 2.74% |