WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 173 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $253,000 | -9.6% | 5,648 | -3.4% | 0.01% | +12.5% |
| Q1 2022 | $280,000 | -13.8% | 5,845 | -7.0% | 0.01% | -11.1% |
| Q4 2021 | $325,000 | -3.0% | 6,284 | -2.5% | 0.01% | -10.0% |
| Q3 2021 | $335,000 | +10.6% | 6,445 | +11.0% | 0.01% | +11.1% |
| Q2 2021 | $303,000 | -88.4% | 5,806 | -88.6% | 0.01% | -89.2% |
| Q1 2021 | $2,607,000 | +9.7% | 50,911 | +15.0% | 0.08% | +2.5% |
| Q4 2020 | $2,376,000 | +21.2% | 44,253 | +21.5% | 0.08% | +3.8% |
| Q3 2020 | $1,960,000 | +37.5% | 36,426 | +37.6% | 0.08% | +23.8% |
| Q2 2020 | $1,425,000 | -8.2% | 26,468 | -11.9% | 0.06% | -31.5% |
| Q1 2020 | $1,552,000 | – | 30,045 | – | 0.09% | – |
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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% |