WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 48 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,413,000 | +26.7% | 26,237 | +26.7% | 0.12% | +34.4% |
| Q2 2020 | $1,115,000 | +3.8% | 20,712 | -0.4% | 0.09% | -9.1% |
| Q1 2020 | $1,074,000 | +11.3% | 20,794 | +12.5% | 0.10% | +20.7% |
| Q4 2019 | $965,000 | +3.8% | 18,476 | +3.9% | 0.08% | -3.5% |
| Q3 2019 | $930,000 | +118.8% | 17,780 | +114.3% | 0.08% | +80.9% |
| Q2 2019 | $425,000 | -24.2% | 8,297 | -26.3% | 0.05% | -31.9% |
| Q1 2019 | $561,000 | +5510.0% | 11,262 | +5475.2% | 0.07% | +6800.0% |
| Q4 2018 | $10,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | -52.4% | 202 | -54.2% | 0.00% | -66.7% |
| Q2 2018 | $21,000 | – | 441 | – | 0.00% | – |
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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% |