WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 129 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |