WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 165 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,599 | -10.8% | 4,953 | -7.4% | 0.00% | 0.0% |
| Q2 2023 | $230,445 | +13.5% | 5,348 | +11.0% | 0.00% | 0.0% |
| Q3 2022 | $203,000 | -16.8% | 4,816 | -5.5% | 0.00% | 0.0% |
| Q1 2022 | $244,000 | -75.5% | 5,094 | -73.6% | 0.00% | -80.0% |
| Q4 2021 | $996,000 | -13.1% | 19,267 | -12.7% | 0.01% | -16.7% |
| Q3 2021 | $1,146,000 | -5.8% | 22,069 | -5.3% | 0.01% | 0.0% |
| Q2 2021 | $1,216,000 | -2.2% | 23,299 | -4.1% | 0.01% | -14.3% |
| Q1 2021 | $1,243,000 | -22.4% | 24,286 | -18.6% | 0.01% | -30.0% |
| Q4 2020 | $1,602,000 | +0.1% | 29,835 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $1,601,000 | +200.9% | 29,742 | +201.2% | 0.01% | +150.0% |
| Q2 2020 | $532,000 | +7.0% | 9,876 | +2.7% | 0.00% | 0.0% |
| Q1 2020 | $497,000 | +69.6% | 9,613 | +71.3% | 0.00% | +100.0% |
| Q4 2019 | $293,000 | – | 5,612 | – | 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% |