WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 172 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $257,000 | -2.7% | 5,363 | +5.1% | 0.05% | -2.1% |
| Q4 2021 | $264,000 | +0.8% | 5,103 | +1.0% | 0.05% | -11.3% |
| Q3 2021 | $262,000 | -35.0% | 5,053 | -34.5% | 0.05% | -33.8% |
| Q2 2021 | $403,000 | 0.0% | 7,713 | -1.9% | 0.08% | -14.0% |
| Q1 2021 | $403,000 | +7.8% | 7,866 | +12.8% | 0.09% | +3.3% |
| Q4 2020 | $374,000 | -78.3% | 6,972 | -78.3% | 0.09% | -83.6% |
| Q3 2020 | $1,727,000 | +73.2% | 32,081 | +66.2% | 0.55% | +48.2% |
| Q1 2020 | $997,000 | -17.4% | 19,303 | -16.4% | 0.37% | -9.1% |
| Q4 2019 | $1,207,000 | +3.0% | 23,096 | +3.0% | 0.41% | +9.1% |
| Q3 2019 | $1,172,000 | +65.5% | 22,418 | +62.3% | 0.37% | +60.5% |
| Q2 2019 | $708,000 | +30.4% | 13,812 | +26.8% | 0.23% | +35.5% |
| Q1 2019 | $543,000 | – | 10,891 | – | 0.17% | – |
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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% |