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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,845,644 | -4.3% | 531,789 | -3.3% | 0.15% | -11.0% |
| Q1 2024 | $23,872,758 | -3.2% | 550,064 | -1.8% | 0.17% | -10.4% |
| Q4 2023 | $24,650,454 | +43.3% | 559,983 | +35.1% | 0.19% | +24.7% |
| Q3 2023 | $17,201,033 | -0.3% | 414,382 | +3.4% | 0.15% | +2.7% |
| Q2 2023 | $17,244,412 | +1.2% | 400,767 | +2.7% | 0.15% | -8.0% |
| Q1 2023 | $17,044,271 | +207.1% | 390,119 | +17.1% | 0.16% | -41.6% |
| Q4 2022 | $5,550,439 | -43.0% | 333,185 | +44.5% | 0.28% | +149.1% |
| Q3 2022 | $9,733,000 | -6.0% | 230,544 | -0.5% | 0.11% | +21.7% |
| Q2 2022 | $10,355,000 | +4.5% | 231,608 | +11.9% | 0.09% | +21.1% |
| Q1 2022 | $9,907,000 | -20.6% | 207,048 | -14.3% | 0.08% | -19.1% |
| Q4 2021 | $12,481,000 | -42.0% | 241,506 | -41.7% | 0.09% | -31.4% |
| Q3 2021 | $21,520,000 | +78.3% | 414,475 | +79.3% | 0.14% | +30.5% |
| Q2 2021 | $12,067,000 | +30.5% | 231,179 | +28.0% | 0.10% | +19.3% |
| Q1 2021 | $9,248,000 | +0.8% | 180,628 | +5.7% | 0.09% | -8.3% |
| Q4 2020 | $9,178,000 | +329.7% | 170,961 | +330.7% | 0.10% | +242.9% |
| Q3 2020 | $2,136,000 | +26.6% | 39,690 | +26.6% | 0.03% | +21.7% |
| Q2 2020 | $1,687,000 | +259.7% | 31,351 | +245.0% | 0.02% | +155.6% |
| Q1 2020 | $469,000 | -93.5% | 9,087 | -93.5% | 0.01% | -92.0% |
| Q3 2019 | $7,264,000 | +148.8% | 138,743 | +143.5% | 0.11% | +113.2% |
| Q2 2019 | $2,920,000 | -64.5% | 56,983 | -65.4% | 0.05% | -67.3% |
| Q1 2019 | $8,217,000 | +553.2% | 164,893 | +552.2% | 0.16% | +295.1% |
| Q4 2016 | $1,258,000 | – | 25,281 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 841,265 | $36,140,763 | 16.69% |
| Schwallier Wealth Management LLC | 240,950 | $10,351,192 | 8.41% |
| Prestige Wealth Management Group LLC | 582,481 | $25,023,397 | 5.40% |
| INVENIO WEALTH PARTNERS LLC | 218,036 | $9,366,827 | 4.64% |
| Symphony Financial, Ltd. Co. | 335,278 | $14,460,526 | 2.64% |
| Oxinas Partners Wealth Management LLC | 81,890 | $3,517,998 | 2.34% |
| GSB Wealth Management, LLC | 149,281 | $6,413,108 | 1.75% |
| Trilogy Capital Inc. | 748,035 | $32,135,567 | 1.74% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 70,842 | $3,043,372 | 1.60% |
| Smartleaf Asset Management LLC | 195,085 | $8,414,016 | 1.38% |