WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 171 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,131,827 | +5.2% | 72,901 | +6.3% | 0.01% | -9.1% |
Q1 2024 | $2,977,240 | -8.4% | 68,600 | -7.0% | 0.01% | 0.0% |
Q4 2023 | $3,248,500 | -0.6% | 73,796 | -6.2% | 0.01% | -8.3% |
Q3 2023 | $3,267,045 | -10.0% | 78,705 | -6.6% | 0.01% | -14.3% |
Q2 2023 | $3,629,477 | +40227.5% | 84,230 | +40009.5% | 0.01% | – |
Q2 2022 | $9,000 | -18.2% | 210 | 0.0% | 0.00% | – |
Q4 2021 | $11,000 | -85.3% | 210 | -85.4% | 0.00% | -100.0% |
Q3 2021 | $75,000 | +581.8% | 1,439 | +585.2% | 0.00% | – |
Q2 2021 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | – |
Q1 2021 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | – |
Q4 2020 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | – |
Q2 2020 | $11,000 | – | 210 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
KWB Wealth | 247,374 | $13,282,000 | 2.76% |
RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |