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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,064 | -95.6% | 5,711 | -95.4% | 0.00% | -100.0% |
| Q2 2023 | $5,402,409 | -46.7% | 125,375 | -45.9% | 0.00% | -50.0% |
| Q1 2023 | $10,129,483 | -5.8% | 231,849 | -8.0% | 0.00% | -33.3% |
| Q4 2022 | $10,752,022 | +257.2% | 252,099 | +253.7% | 0.00% | +200.0% |
| Q3 2022 | $3,010,000 | +1128.6% | 71,283 | +1201.5% | 0.00% | – |
| Q2 2022 | $245,000 | -96.2% | 5,477 | -95.7% | 0.00% | -100.0% |
| Q4 2021 | $6,512,000 | +23.6% | 126,014 | +24.2% | 0.00% | 0.0% |
| Q3 2021 | $5,270,000 | -75.7% | 101,501 | -76.0% | 0.00% | -80.0% |
| Q1 2021 | $21,679,000 | +26.4% | 423,427 | +32.5% | 0.01% | +25.0% |
| Q4 2020 | $17,152,000 | +459.6% | 319,464 | +460.9% | 0.00% | +300.0% |
| Q2 2020 | $3,065,000 | -92.3% | 56,955 | -92.6% | 0.00% | -94.4% |
| Q1 2020 | $39,708,000 | +268.5% | 768,781 | +273.0% | 0.02% | +260.0% |
| Q3 2019 | $10,775,000 | +88.1% | 206,095 | +84.3% | 0.01% | +66.7% |
| Q2 2019 | $5,729,000 | +777.3% | 111,816 | +752.6% | 0.00% | – |
| Q1 2019 | $653,000 | -77.5% | 13,114 | -78.1% | 0.00% | -100.0% |
| Q2 2018 | $2,906,000 | +825.5% | 59,975 | +867.7% | 0.00% | – |
| Q4 2017 | $314,000 | -61.8% | 6,198 | -61.7% | 0.00% | -100.0% |
| Q3 2017 | $821,000 | -9.6% | 16,196 | -9.9% | 0.00% | 0.0% |
| Q2 2017 | $908,000 | -27.6% | 17,980 | -28.6% | 0.00% | 0.0% |
| Q1 2017 | $1,254,000 | +52.2% | 25,172 | +51.4% | 0.00% | 0.0% |
| Q4 2016 | $824,000 | -18.6% | 16,627 | -14.6% | 0.00% | 0.0% |
| Q3 2016 | $1,012,000 | +91.7% | 19,471 | +91.2% | 0.00% | 0.0% |
| Q2 2016 | $528,000 | -80.1% | 10,182 | -80.6% | 0.00% | -66.7% |
| Q1 2016 | $2,654,000 | – | 52,602 | – | 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% |