WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 40 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $755 | -20.2% | 18,198 | -17.1% | 0.00% | 0.0% |
| Q2 2023 | $946 | +1.4% | 21,947 | +2.7% | 0.00% | -20.0% |
| Q1 2023 | $933 | -49.9% | 21,362 | -51.1% | 0.01% | -50.0% |
| Q4 2022 | $1,863 | -99.9% | 43,673 | -14.4% | 0.01% | -16.7% |
| Q3 2022 | $2,154,000 | -33.4% | 51,011 | -29.5% | 0.01% | -29.4% |
| Q2 2022 | $3,236,000 | +14.2% | 72,376 | +22.2% | 0.02% | +30.8% |
| Q1 2022 | $2,834,000 | -22.1% | 59,236 | -15.8% | 0.01% | -18.8% |
| Q4 2021 | $3,637,000 | -45.2% | 70,383 | -44.9% | 0.02% | -51.5% |
| Q3 2021 | $6,637,000 | -14.3% | 127,825 | -13.8% | 0.03% | -10.8% |
| Q2 2021 | $7,740,000 | -9.1% | 148,283 | -10.8% | 0.04% | -19.6% |
| Q1 2021 | $8,511,000 | -25.3% | 166,235 | -21.7% | 0.05% | -31.3% |
| Q4 2020 | $11,396,000 | -9.0% | 212,263 | -8.8% | 0.07% | -20.2% |
| Q3 2020 | $12,523,000 | +2.2% | 232,692 | +2.2% | 0.08% | -8.7% |
| Q2 2020 | $12,253,000 | +25.9% | 227,663 | +20.9% | 0.09% | -1.1% |
| Q1 2020 | $9,730,000 | +17.2% | 188,382 | +18.5% | 0.09% | +45.3% |
| Q4 2019 | $8,303,000 | +4.5% | 158,915 | +4.5% | 0.06% | -8.6% |
| Q3 2019 | $7,949,000 | +1.8% | 152,053 | -0.2% | 0.07% | -2.8% |
| Q2 2019 | $7,810,000 | +28.5% | 152,425 | +24.9% | 0.07% | +24.1% |
| Q1 2019 | $6,080,000 | +14.7% | 122,022 | +11.0% | 0.06% | -1.7% |
| Q4 2018 | $5,299,000 | +42.6% | 109,886 | +43.0% | 0.06% | +68.6% |
| Q3 2018 | $3,715,000 | +42.9% | 76,825 | +43.2% | 0.04% | +29.6% |
| Q2 2018 | $2,600,000 | +414.9% | 53,643 | +424.1% | 0.03% | +350.0% |
| Q1 2018 | $505,000 | +3.7% | 10,235 | +6.6% | 0.01% | 0.0% |
| Q4 2017 | $487,000 | +14.9% | 9,605 | +14.9% | 0.01% | 0.0% |
| Q3 2017 | $424,000 | +29.3% | 8,357 | +28.7% | 0.01% | +20.0% |
| Q2 2017 | $328,000 | -2.1% | 6,494 | -3.4% | 0.01% | -16.7% |
| Q1 2017 | $335,000 | -25.2% | 6,721 | -25.6% | 0.01% | -25.0% |
| Q4 2016 | $448,000 | +32.2% | 9,032 | +38.5% | 0.01% | +33.3% |
| Q3 2016 | $339,000 | – | 6,521 | – | 0.01% | – |
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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% |