WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $280,000 | -7.9% | 5,845 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $304,000 | +8.2% | 5,890 | +8.8% | 0.01% | +125.0% |
| Q3 2021 | $281,000 | +4.9% | 5,415 | +5.6% | 0.00% | -20.0% |
| Q2 2021 | $268,000 | +1.9% | 5,127 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $263,000 | +10.5% | 5,127 | +15.4% | 0.01% | 0.0% |
| Q4 2020 | $238,000 | +4.4% | 4,441 | +4.6% | 0.01% | -14.3% |
| Q3 2020 | $228,000 | -1.3% | 4,244 | -1.1% | 0.01% | 0.0% |
| Q2 2020 | $231,000 | -56.1% | 4,291 | -57.9% | 0.01% | -22.2% |
| Q1 2020 | $526,000 | +101.5% | 10,184 | +103.7% | 0.01% | +28.6% |
| Q4 2019 | $261,000 | 0.0% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $261,000 | +9.7% | 5,000 | +7.6% | 0.01% | 0.0% |
| Q2 2019 | $238,000 | +93.5% | 4,645 | +88.5% | 0.01% | +133.3% |
| Q1 2019 | $123,000 | – | 2,464 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |