WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 45 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
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. | 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% |