Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 139 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$339,0006,5210.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 519,642$23,241,0006.47%
Prestige Wealth Management Group LLC 493,402$22,060,0005.98%
RFG Advisory, LLC 1,835,146$83,554,0004.83%
Leicht Financial Planning & Wealth Management, Inc. 155,309$6,944,0004.70%
AJ WEALTH STRATEGIES, LLC 1,877,112$83,926,0004.42%
Trilogy Capital Inc. 984,169$44,002,0003.83%
KARLINSKI ANDREW C 41,171$1,841,0002.70%
KWB Wealth 289,900$12,961,0002.50%
Future Financial Wealth Managment LLC 42,524$2,035,0001.99%
COLTON GROOME FINANCIAL ADVISORS, LLC 79,638$3,561,0001.78%
View complete list of WISDOMTREE TR shareholders