WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 80 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $860,000 | +2.5% | 16,007 | +2.8% | 0.05% | +2.2% |
| Q3 2020 | $839,000 | -1.5% | 15,575 | -1.6% | 0.04% | -21.1% |
| Q2 2020 | $852,000 | +4.3% | 15,826 | +0.1% | 0.06% | -18.6% |
| Q1 2020 | $817,000 | +16.1% | 15,818 | +17.6% | 0.07% | +16.7% |
| Q4 2019 | $704,000 | +8.1% | 13,455 | +8.1% | 0.06% | -6.2% |
| Q3 2019 | $651,000 | +15.6% | 12,442 | +13.3% | 0.06% | +3.2% |
| Q2 2019 | $563,000 | – | 10,978 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |