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 | $21,360,091 | +4.7% | 514,577 | +8.7% | 0.31% | +4.4% |
| Q2 2023 | $20,400,874 | -5.3% | 473,448 | -4.0% | 0.29% | -14.8% |
| Q1 2023 | $21,546,248 | +22.0% | 493,162 | +19.1% | 0.34% | +12.1% |
| Q4 2022 | $17,667,208 | -13.6% | 414,237 | -14.5% | 0.31% | -23.1% |
| Q3 2022 | $20,443,000 | +31.8% | 484,212 | +39.6% | 0.40% | +34.8% |
| Q2 2022 | $15,512,000 | -9.1% | 346,958 | -2.7% | 0.30% | +6.1% |
| Q1 2022 | $17,059,000 | -7.4% | 356,515 | +0.0% | 0.28% | -3.8% |
| Q4 2021 | $18,423,000 | -1.3% | 356,484 | -0.8% | 0.29% | -8.8% |
| Q3 2021 | $18,657,000 | -0.4% | 359,338 | +0.1% | 0.32% | -1.5% |
| Q2 2021 | $18,736,000 | +3.3% | 358,934 | +1.3% | 0.32% | -15.9% |
| Q1 2021 | $18,139,000 | -6.1% | 354,287 | -1.5% | 0.38% | -12.7% |
| Q4 2020 | $19,311,000 | -2.5% | 359,684 | -2.3% | 0.44% | -13.9% |
| Q3 2020 | $19,810,000 | -6.4% | 368,078 | -6.4% | 0.51% | -16.1% |
| Q2 2020 | $21,171,000 | -9.3% | 393,374 | -13.0% | 0.61% | -27.4% |
| Q1 2020 | $23,352,000 | +5.0% | 452,119 | +6.2% | 0.84% | +29.1% |
| Q4 2019 | $22,243,000 | – | 425,705 | – | 0.65% | – |
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% |