WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 142 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $451,080 | +1.5% | 10,500 | +2.5% | 0.04% | 0.0% |
| Q1 2024 | $444,416 | +64.6% | 10,240 | +66.9% | 0.04% | +50.0% |
| Q4 2023 | $270,063 | +11.2% | 6,135 | +4.9% | 0.03% | 0.0% |
| 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% | – |
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% |