WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 173 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |