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 | $747,923 | +6.8% | 18,018 | +10.9% | 0.01% | +9.1% |
| Q2 2023 | $700,153 | +10.1% | 16,249 | +11.7% | 0.01% | 0.0% |
| Q1 2023 | $635,784 | -1.3% | 14,552 | -3.7% | 0.01% | -8.3% |
| Q4 2022 | $644,439 | +10.0% | 15,110 | +8.9% | 0.01% | -20.0% |
| Q3 2022 | $586,000 | +5.4% | 13,871 | +11.5% | 0.02% | +15.4% |
| Q2 2022 | $556,000 | +3.9% | 12,437 | +11.2% | 0.01% | +18.2% |
| Q1 2022 | $535,000 | -30.2% | 11,183 | -24.6% | 0.01% | -31.2% |
| Q4 2021 | $766,000 | +0.3% | 14,828 | +0.7% | 0.02% | +6.7% |
| Q3 2021 | $764,000 | +67.9% | 14,722 | +68.9% | 0.02% | +36.4% |
| Q2 2021 | $455,000 | -8.6% | 8,715 | -10.5% | 0.01% | -21.4% |
| Q1 2021 | $498,000 | -6.4% | 9,732 | -1.8% | 0.01% | -17.6% |
| Q4 2020 | $532,000 | +12.2% | 9,909 | +12.6% | 0.02% | -5.6% |
| Q3 2020 | $474,000 | +10.2% | 8,800 | +10.3% | 0.02% | 0.0% |
| Q2 2020 | $430,000 | +12.9% | 7,981 | +8.3% | 0.02% | -10.0% |
| Q1 2020 | $381,000 | -67.1% | 7,372 | -66.8% | 0.02% | -60.0% |
| Q4 2019 | $1,159,000 | +30.5% | 22,197 | +30.7% | 0.05% | +28.2% |
| Q3 2019 | $888,000 | +69.8% | 16,979 | +66.2% | 0.04% | +69.6% |
| Q2 2019 | $523,000 | – | 10,217 | – | 0.02% | – |
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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% |