WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 170 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,874,911 | +34.5% | 551,070 | +39.6% | 0.01% | +25.0% |
| Q2 2023 | $17,013,520 | +13.2% | 394,837 | +14.8% | 0.01% | +14.3% |
| Q1 2023 | $15,025,325 | +17.4% | 343,908 | +14.6% | 0.01% | 0.0% |
| Q4 2022 | $12,801,849 | -1.8% | 300,161 | -2.8% | 0.01% | 0.0% |
| Q3 2022 | $13,042,000 | +15.0% | 308,900 | +21.8% | 0.01% | +16.7% |
| Q2 2022 | $11,340,000 | -47.7% | 253,634 | -44.1% | 0.01% | -45.5% |
| Q1 2022 | $21,693,000 | -9.7% | 453,346 | -2.5% | 0.01% | -8.3% |
| Q4 2021 | $24,036,000 | +0.1% | 465,093 | +0.6% | 0.01% | -7.7% |
| Q3 2021 | $24,006,000 | +82.0% | 462,357 | +83.0% | 0.01% | +85.7% |
| Q2 2021 | $13,191,000 | +9.7% | 252,698 | +7.6% | 0.01% | -12.5% |
| Q1 2021 | $12,020,000 | -2.3% | 234,762 | +2.4% | 0.01% | -11.1% |
| Q4 2020 | $12,307,000 | -68.4% | 229,226 | -68.3% | 0.01% | -74.3% |
| Q3 2020 | $38,971,000 | +18.9% | 724,107 | +18.9% | 0.04% | +9.4% |
| Q2 2020 | $32,763,000 | +82.5% | 608,750 | +75.1% | 0.03% | +52.4% |
| Q1 2020 | $17,952,000 | -44.5% | 347,570 | -43.9% | 0.02% | -38.2% |
| Q4 2019 | $32,366,000 | +7.1% | 619,438 | +7.2% | 0.03% | +3.0% |
| Q3 2019 | $30,207,000 | +17.3% | 577,800 | +15.0% | 0.03% | +3.1% |
| Q2 2019 | $25,752,000 | +26.3% | 502,567 | +22.8% | 0.03% | +14.3% |
| Q1 2019 | $20,394,000 | +19.8% | 409,267 | +16.0% | 0.03% | +7.7% |
| Q4 2018 | $17,018,000 | +112.2% | 352,925 | +112.8% | 0.03% | +85.7% |
| Q3 2018 | $8,019,000 | -46.2% | 165,814 | -42.2% | 0.01% | -75.9% |
| Q3 2016 | $14,909,000 | +17.2% | 286,702 | +16.8% | 0.06% | +13.7% |
| Q2 2016 | $12,723,000 | +3.6% | 245,436 | +1.0% | 0.05% | -3.8% |
| Q1 2016 | $12,283,000 | – | 242,944 | – | 0.05% | – |
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% |