WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |