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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,067,000 | +1.4% | 40,013 | +2.5% | 0.00% | 0.0% |
| Q4 2019 | $2,039,000 | +4.3% | 39,025 | +4.3% | 0.00% | 0.0% |
| Q3 2019 | $1,955,000 | -4.0% | 37,409 | -5.9% | 0.00% | 0.0% |
| Q2 2019 | $2,036,000 | -5.1% | 39,734 | -7.7% | 0.00% | 0.0% |
| Q1 2019 | $2,146,000 | +2.9% | 43,066 | -0.4% | 0.00% | 0.0% |
| Q4 2018 | $2,085,000 | +338.9% | 43,240 | +340.6% | 0.00% | – |
| Q3 2018 | $475,000 | +98.7% | 9,813 | +99.3% | 0.00% | – |
| Q2 2018 | $239,000 | -81.9% | 4,924 | -81.7% | 0.00% | – |
| Q1 2018 | $1,323,000 | +157.4% | 26,841 | +164.9% | 0.00% | – |
| Q4 2017 | $514,000 | – | 10,134 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |