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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,000 | -4.3% | 520 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -8.0% | 520 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | -7.4% | 520 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $27,000 | -92.8% | 520 | -92.9% | 0.01% | -97.1% |
| Q1 2020 | $376,000 | -91.9% | 7,281 | -91.9% | 0.20% | -89.7% |
| Q4 2019 | $4,670,000 | -11.7% | 89,382 | -11.6% | 2.00% | -23.3% |
| Q3 2019 | $5,287,000 | -1.2% | 101,122 | -3.2% | 2.60% | -6.4% |
| Q2 2019 | $5,353,000 | +16.7% | 104,474 | +13.5% | 2.78% | -1.5% |
| Q1 2019 | $4,587,000 | +3.4% | 92,062 | +0.1% | 2.82% | -19.4% |
| Q4 2018 | $4,436,000 | – | 91,990 | – | 3.50% | – |
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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% |