WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 56 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $31,195,000 | -7.4% | 579,617 | -7.4% | 8.68% | -7.6% |
| Q2 2020 | $33,685,000 | -5.5% | 625,882 | -9.3% | 9.39% | -11.6% |
| Q1 2020 | $35,651,000 | -11.7% | 690,246 | -10.7% | 10.61% | +13.4% |
| Q4 2019 | $40,390,000 | -4.1% | 773,018 | -4.1% | 9.36% | -6.8% |
| Q3 2019 | $42,122,000 | -0.3% | 805,693 | -2.2% | 10.04% | -2.4% |
| Q2 2019 | $42,228,000 | -0.0% | 824,117 | -2.8% | 10.29% | +3.4% |
| Q1 2019 | $42,239,000 | +11.7% | 847,660 | +8.1% | 9.95% | +2.1% |
| Q4 2018 | $37,809,000 | +0.2% | 784,095 | +0.5% | 9.74% | +14.1% |
| Q3 2018 | $37,717,000 | -1.1% | 779,931 | -0.9% | 8.54% | -6.4% |
| Q2 2018 | $38,128,000 | +0.3% | 786,787 | +1.9% | 9.12% | +1.5% |
| Q1 2018 | $38,030,000 | +0.6% | 771,814 | +3.6% | 8.98% | +2.2% |
| Q4 2017 | $37,793,000 | +0.3% | 745,130 | +0.3% | 8.79% | -1.9% |
| Q3 2017 | $37,670,000 | +5.3% | 742,711 | +4.9% | 8.96% | -1.6% |
| Q2 2017 | $35,764,000 | +3.3% | 708,191 | +1.9% | 9.10% | +1.4% |
| Q1 2017 | $34,638,000 | -1.8% | 695,266 | -2.3% | 8.97% | -4.7% |
| Q4 2016 | $35,284,000 | -4.3% | 711,655 | +0.4% | 9.42% | -4.8% |
| Q3 2016 | $36,863,000 | +6.1% | 708,904 | +5.8% | 9.89% | +2.3% |
| Q2 2016 | $34,747,000 | +3.5% | 670,279 | +0.9% | 9.67% | +1.4% |
| Q1 2016 | $33,583,000 | – | 664,230 | – | 9.54% | – |
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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% |