WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 129 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $663,239 | +9.6% | 15,439 | +10.7% | 0.00% | 0.0% |
| Q1 2024 | $605,147 | -15.9% | 13,943 | -14.7% | 0.00% | 0.0% |
| Q4 2023 | $719,357 | +9.3% | 16,342 | +3.0% | 0.00% | 0.0% |
| 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. | 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% |