WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 140 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,590,000 | -6.7% | 50,465 | -5.6% | 0.12% | -11.0% |
| Q3 2021 | $2,776,000 | +10.2% | 53,474 | +10.8% | 0.14% | +19.3% |
| Q2 2021 | $2,519,000 | +3.0% | 48,253 | +1.0% | 0.11% | -10.9% |
| Q1 2021 | $2,445,000 | +12.4% | 47,753 | +17.9% | 0.13% | +10.3% |
| Q4 2020 | $2,175,000 | +23.8% | 40,511 | +24.1% | 0.12% | -20.5% |
| Q3 2020 | $1,757,000 | +162.6% | 32,642 | +162.5% | 0.15% | +135.5% |
| Q2 2020 | $669,000 | +7.7% | 12,433 | +3.2% | 0.06% | +10.7% |
| Q1 2020 | $621,000 | +13.9% | 12,052 | +15.6% | 0.06% | +43.6% |
| Q4 2019 | $545,000 | – | 10,426 | – | 0.04% | – |
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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% |