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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | -33.3% | 55 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -50.0% | 55 | -54.2% | 0.00% | -100.0% |
| Q4 2021 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | -25.0% | 120 | -17.2% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | -98.5% | 145 | -98.6% | 0.00% | -98.5% |
| Q1 2021 | $529,000 | -7.5% | 10,336 | -2.9% | 0.07% | -10.5% |
| Q4 2020 | $572,000 | -10.9% | 10,646 | -10.8% | 0.08% | -19.1% |
| Q3 2020 | $642,000 | -12.4% | 11,931 | -12.4% | 0.09% | -19.0% |
| Q2 2020 | $733,000 | +1.8% | 13,618 | -2.3% | 0.12% | -15.3% |
| Q1 2020 | $720,000 | -7.3% | 13,933 | -6.3% | 0.14% | +15.1% |
| Q4 2019 | $777,000 | -0.3% | 14,863 | -0.2% | 0.12% | +5.3% |
| Q3 2019 | $779,000 | +1.6% | 14,898 | -0.5% | 0.11% | -2.6% |
| Q2 2019 | $767,000 | +1.2% | 14,966 | -1.5% | 0.12% | +0.9% |
| Q1 2019 | $758,000 | +5.3% | 15,196 | +1.8% | 0.12% | -5.0% |
| Q4 2018 | $720,000 | -3.4% | 14,928 | -3.1% | 0.12% | +11.0% |
| Q3 2018 | $745,000 | -7.9% | 15,413 | -7.7% | 0.11% | -14.2% |
| Q2 2018 | $809,000 | -8.1% | 16,695 | -6.5% | 0.13% | -15.3% |
| Q1 2018 | $880,000 | +30.6% | 17,851 | +34.3% | 0.15% | +41.5% |
| Q4 2017 | $674,000 | +62.4% | 13,292 | +62.5% | 0.11% | +37.7% |
| Q3 2017 | $415,000 | -11.3% | 8,180 | -11.8% | 0.08% | -12.5% |
| Q2 2017 | $468,000 | +16.4% | 9,275 | +15.0% | 0.09% | +14.3% |
| Q1 2017 | $402,000 | +2.8% | 8,065 | +2.2% | 0.08% | -2.5% |
| Q4 2016 | $391,000 | -14.3% | 7,889 | -10.1% | 0.08% | -20.2% |
| Q3 2016 | $456,000 | – | 8,773 | – | 0.10% | – |
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% |