WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,834 | -0.8% | 5,850 | +3.0% | 0.03% | +4.0% |
| Q2 2023 | $244,751 | -0.1% | 5,680 | +1.2% | 0.02% | -13.8% |
| Q1 2023 | $245,101 | +8.6% | 5,610 | +6.0% | 0.03% | +3.6% |
| Q4 2022 | $225,619 | +4.9% | 5,290 | +3.9% | 0.03% | +3.7% |
| Q3 2022 | $215,000 | -1.4% | 5,090 | +4.3% | 0.03% | -3.6% |
| Q2 2022 | $218,000 | -34.7% | 4,880 | -30.1% | 0.03% | -20.0% |
| Q1 2022 | $334,000 | +4.4% | 6,980 | +12.9% | 0.04% | +2.9% |
| Q4 2021 | $320,000 | +22.1% | 6,185 | +22.7% | 0.03% | +9.7% |
| Q3 2021 | $262,000 | +9.6% | 5,040 | +10.3% | 0.03% | +10.7% |
| Q2 2021 | $239,000 | +18.3% | 4,570 | +15.5% | 0.03% | +7.7% |
| Q1 2021 | $202,000 | +15.4% | 3,955 | +21.1% | 0.03% | +8.3% |
| Q4 2020 | $175,000 | +84.2% | 3,265 | +85.5% | 0.02% | +60.0% |
| Q3 2020 | $95,000 | +115.9% | 1,760 | +113.3% | 0.02% | +87.5% |
| Q2 2020 | $44,000 | – | 825 | – | 0.01% | – |
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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% |