Baker Avenue Asset Management, LP - 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
Baker Avenue Asset Management, LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$731,000
-76.0%
14,005
-76.3%
0.04%
-88.7%
Q1 2020$3,047,000
-1.1%
59,0000.0%0.36%
+62.8%
Q4 2019$3,082,00059,0000.22%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
SimpliFi, Inc. 862,713$35,811,20617.65%
Prestige Wealth Management Group LLC 568,269$23,588,8495.82%
KLR INVESTMENT ADVISORS, LLC 112,849$4,930,3804.48%
INVENIO WEALTH PARTNERS LLC 67,602$2,806,1592.55%
Symphony Financial, Ltd. Co. 196,280$8,098,5031.98%
Trilogy Capital Inc. 604,662$25,099,5301.70%
Oxinas Partners Wealth Management LLC 47,620$1,976,6981.47%
Truadvice, LLC 83,896$3,493,4291.37%
3D/L Capital Management, LLC 98,592$4,092,5581.33%
My Legacy Advisors, LLC 72,432$2,945,8021.20%
View complete list of WISDOMTREE TR shareholders