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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 685,631 | $36,901,000 | 18.38% |
| Leicht Financial Planning & Wealth Management, Inc. | 315,586 | $16,981,000 | 12.61% |
| Lee Financial Group Hawaii, Inc. | 273,447 | $14,717,000 | 12.21% |
| Prestige Wealth Management Group LLC | 698,427 | $37,589,000 | 11.35% |
| HORIZON FINANCIAL SERVICES, LLC | 207,496 | $11,167,000 | 10.85% |
| 3D ASSET MANAGEMENT, INC | 579,617 | $31,195,000 | 8.68% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 207,460 | $11,165,000 | 7.84% |
| Private Wealth Strategies, L.L.C. | 386,659 | $20,809,000 | 7.29% |
| Clearwater Capital Advisors, LLC | 353,449 | $19,023,000 | 2.99% |
| Miracle Mile Advisors, LLC | 729,909 | $39,284,000 | 2.74% |