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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $803,000 | -20.8% | 15,471 | -20.3% | 0.01% | 0.0% |
| Q2 2021 | $1,014,000 | -11.7% | 19,420 | -13.5% | 0.01% | -23.5% |
| Q1 2021 | $1,149,000 | -27.2% | 22,448 | -23.6% | 0.02% | -29.2% |
| Q4 2020 | $1,578,000 | -16.0% | 29,387 | -15.8% | 0.02% | -25.0% |
| Q3 2020 | $1,878,000 | -11.5% | 34,900 | -11.5% | 0.03% | -64.0% |
| Q2 2020 | $2,123,000 | -38.0% | 39,450 | -40.5% | 0.09% | -43.3% |
| Q1 2020 | $3,425,000 | -17.9% | 66,314 | -17.0% | 0.16% | +12.9% |
| Q4 2019 | $4,174,000 | -3.2% | 79,884 | -3.2% | 0.14% | -6.7% |
| Q3 2019 | $4,314,000 | -12.9% | 82,518 | -14.6% | 0.15% | -3.9% |
| Q2 2019 | $4,953,000 | -4.0% | 96,654 | -6.7% | 0.16% | -6.1% |
| Q1 2019 | $5,162,000 | -0.6% | 103,584 | -3.8% | 0.16% | -8.8% |
| Q4 2018 | $5,194,000 | -18.3% | 107,714 | -18.0% | 0.18% | -8.1% |
| Q3 2018 | $6,355,000 | -7.6% | 131,409 | -7.4% | 0.20% | -10.5% |
| Q2 2018 | $6,875,000 | +11.3% | 141,874 | +13.3% | 0.22% | +10.6% |
| Q1 2018 | $6,175,000 | +130.2% | 125,253 | +136.9% | 0.20% | +123.6% |
| Q4 2017 | $2,682,000 | – | 52,870 | – | 0.09% | – |
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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% |