WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 165 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $78,000 | +30.0% | 1,524 | +31.3% | 0.00% | +33.3% |
| Q3 2021 | $60,000 | 0.0% | 1,161 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $60,000 | -17.8% | 1,157 | -19.1% | 0.00% | -25.0% |
| Q1 2021 | $73,000 | -99.1% | 1,431 | -99.0% | 0.00% | -99.2% |
| Q4 2020 | $7,862,000 | +16.7% | 146,437 | +17.0% | 0.52% | +0.6% |
| Q3 2020 | $6,736,000 | +10.6% | 125,163 | +10.6% | 0.52% | +2.4% |
| Q2 2020 | $6,089,000 | +4.8% | 113,149 | +0.6% | 0.51% | -10.9% |
| Q1 2020 | $5,809,000 | +17.1% | 112,478 | +18.4% | 0.57% | +44.7% |
| Q4 2019 | $4,962,000 | +13.8% | 94,985 | +13.9% | 0.39% | +3.4% |
| Q3 2019 | $4,361,000 | +32.4% | 83,422 | +29.8% | 0.38% | +32.8% |
| Q2 2019 | $3,293,000 | +47.3% | 64,276 | +43.3% | 0.29% | +37.3% |
| Q1 2019 | $2,235,000 | +15.7% | 44,853 | +12.2% | 0.21% | -2.8% |
| Q4 2018 | $1,932,000 | -2.4% | 39,976 | -2.3% | 0.22% | +2.9% |
| Q3 2018 | $1,979,000 | +5.0% | 40,937 | +5.2% | 0.21% | +4.0% |
| Q2 2018 | $1,885,000 | +7.2% | 38,910 | +9.1% | 0.20% | +4.1% |
| Q1 2018 | $1,758,000 | +26.7% | 35,667 | +30.3% | 0.19% | +27.0% |
| Q4 2017 | $1,388,000 | – | 27,366 | – | 0.15% | – |
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% |