WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 75 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,803,055 | -4.3% | 89,169 | -5.3% | 0.37% | -12.2% |
| Q3 2022 | $3,974,000 | -1.0% | 94,126 | +4.8% | 0.42% | +0.2% |
| Q2 2022 | $4,014,000 | -1.4% | 89,784 | +5.6% | 0.42% | +12.1% |
| Q1 2022 | $4,070,000 | -6.1% | 85,048 | +1.4% | 0.37% | -2.9% |
| Q4 2021 | $4,334,000 | +1.3% | 83,855 | +1.8% | 0.38% | -7.5% |
| Q3 2021 | $4,277,000 | +1.6% | 82,383 | +2.1% | 0.42% | -1.7% |
| Q2 2021 | $4,211,000 | +95.7% | 80,673 | +101.3% | 0.42% | +73.7% |
| Q4 2020 | $2,152,000 | +115.6% | 40,075 | +116.1% | 0.24% | +32.8% |
| Q2 2020 | $998,000 | +12.1% | 18,544 | +0.5% | 0.18% | -6.2% |
| Q4 2018 | $890,000 | +62.7% | 18,458 | +63.1% | 0.20% | +69.6% |
| Q3 2018 | $547,000 | – | 11,317 | – | 0.12% | – |
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% |