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 | $10,793,362 | +66.3% | 260,018 | +72.6% | 0.50% | +80.0% |
| Q2 2023 | $6,489,868 | +25.0% | 150,612 | +26.8% | 0.28% | +17.2% |
| Q1 2023 | $5,191,434 | +34.4% | 118,824 | +31.2% | 0.24% | +29.2% |
| Q4 2022 | $3,863,147 | +75.0% | 90,578 | +73.2% | 0.18% | +71.3% |
| Q3 2022 | $2,208,000 | +44.1% | 52,294 | +52.6% | 0.11% | +58.8% |
| Q2 2022 | $1,532,000 | -5.0% | 34,267 | +1.7% | 0.07% | +17.2% |
| Q1 2022 | $1,612,000 | -5.7% | 33,696 | +1.9% | 0.06% | -1.7% |
| Q4 2021 | $1,710,000 | -12.2% | 33,079 | -11.8% | 0.06% | -19.2% |
| Q3 2021 | $1,948,000 | -21.6% | 37,515 | -21.2% | 0.07% | -24.0% |
| Q2 2021 | $2,485,000 | +80.6% | 47,603 | +77.2% | 0.10% | +62.7% |
| Q1 2021 | $1,376,000 | +5.8% | 26,870 | +10.9% | 0.06% | +1.7% |
| Q4 2020 | $1,300,000 | +24.2% | 24,220 | +24.5% | 0.06% | +18.4% |
| Q3 2020 | $1,047,000 | -4.2% | 19,455 | -4.2% | 0.05% | -12.5% |
| Q2 2020 | $1,093,000 | – | 20,312 | – | 0.06% | – |
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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% |