WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 147 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229 | +16.2% | 5,528 | +21.1% | 0.08% | +18.3% |
| Q2 2023 | $197 | +9.4% | 4,563 | +11.0% | 0.07% | +1.4% |
| Q1 2023 | $180 | +24.1% | 4,112 | +21.0% | 0.07% | +12.9% |
| Q4 2022 | $145 | -99.9% | 3,399 | +3.7% | 0.06% | +5.1% |
| Q3 2022 | $138,000 | +8.7% | 3,279 | +15.9% | 0.06% | +13.5% |
| Q2 2022 | $127,000 | -74.1% | 2,830 | -72.3% | 0.05% | -69.4% |
| Q1 2022 | $490,000 | -8.9% | 10,233 | -1.7% | 0.17% | -4.5% |
| Q4 2021 | $538,000 | -16.2% | 10,412 | -15.8% | 0.18% | -20.5% |
| Q3 2021 | $642,000 | -0.3% | 12,369 | +0.2% | 0.22% | -3.4% |
| Q2 2021 | $644,000 | +4.0% | 12,344 | +2.1% | 0.23% | -6.5% |
| Q1 2021 | $619,000 | -0.6% | 12,096 | +4.3% | 0.25% | -4.2% |
| Q4 2020 | $623,000 | +0.8% | 11,596 | +0.9% | 0.26% | -1.1% |
| Q3 2020 | $618,000 | +17.7% | 11,491 | +17.7% | 0.26% | +4.8% |
| Q2 2020 | $525,000 | -29.2% | 9,764 | -32.0% | 0.25% | -32.2% |
| Q1 2020 | $742,000 | -0.4% | 14,357 | +0.6% | 0.37% | +4.5% |
| Q4 2019 | $745,000 | +0.5% | 14,266 | +0.7% | 0.35% | -8.5% |
| Q3 2019 | $741,000 | +219.4% | 14,172 | +213.0% | 0.39% | +219.0% |
| Q2 2019 | $232,000 | – | 4,528 | – | 0.12% | – |
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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% |