WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,447 | -53.7% | 15,862 | -51.9% | 0.00% | -50.0% |
| Q2 2023 | $1,420,788 | -25.5% | 32,973 | -24.4% | 0.00% | -33.3% |
| Q1 2023 | $1,905,959 | -49.3% | 43,625 | -50.5% | 0.00% | -50.0% |
| Q4 2022 | $3,757,803 | -51.4% | 88,108 | -51.9% | 0.01% | -53.8% |
| Q3 2022 | $7,731,000 | -24.3% | 183,108 | -19.8% | 0.01% | -23.5% |
| Q2 2022 | $10,213,000 | -35.9% | 228,437 | -31.4% | 0.02% | -32.0% |
| Q1 2022 | $15,925,000 | -24.5% | 332,803 | -18.4% | 0.02% | -26.5% |
| Q4 2021 | $21,080,000 | +4979.5% | 407,901 | +4998.1% | 0.03% | +3300.0% |
| Q3 2021 | $415,000 | -25.8% | 8,001 | -26.8% | 0.00% | 0.0% |
| Q1 2021 | $559,000 | -8.4% | 10,923 | -3.9% | 0.00% | 0.0% |
| Q4 2020 | $610,000 | -19.1% | 11,365 | -18.9% | 0.00% | -50.0% |
| Q3 2020 | $754,000 | -16.7% | 14,015 | -16.7% | 0.00% | -33.3% |
| Q2 2020 | $905,000 | -3.1% | 16,822 | -7.0% | 0.00% | 0.0% |
| Q1 2020 | $934,000 | -25.6% | 18,090 | -24.7% | 0.00% | -25.0% |
| Q4 2019 | $1,256,000 | +21.2% | 24,039 | +21.3% | 0.00% | +33.3% |
| Q3 2019 | $1,036,000 | -4.3% | 19,823 | -6.2% | 0.00% | -25.0% |
| Q2 2019 | $1,083,000 | +2.8% | 21,132 | +0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,053,000 | -26.0% | 21,125 | -28.4% | 0.00% | -33.3% |
| Q4 2018 | $1,423,000 | +46.5% | 29,507 | +47.0% | 0.01% | +50.0% |
| Q3 2018 | $971,000 | -2.3% | 20,074 | -2.2% | 0.00% | 0.0% |
| Q2 2018 | $994,000 | +3.9% | 20,518 | +5.7% | 0.00% | 0.0% |
| Q1 2018 | $957,000 | +7.4% | 19,406 | +10.5% | 0.00% | 0.0% |
| Q4 2017 | $891,000 | +80.4% | 17,562 | +80.3% | 0.00% | +100.0% |
| Q3 2017 | $494,000 | – | 9,742 | – | 0.00% | – |
Download | ||||||
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% |