WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 22 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,605,248 | -42.5% | 231,396 | -40.3% | 0.00% | -50.0% |
| Q2 2023 | $16,693,152 | -38.5% | 387,402 | -37.7% | 0.01% | -45.5% |
| Q1 2023 | $27,163,122 | +205.8% | 621,724 | +198.5% | 0.01% | +175.0% |
| Q4 2022 | $8,881,990 | +87.2% | 208,253 | +85.3% | 0.00% | +100.0% |
| Q3 2022 | $4,745,000 | -34.9% | 112,396 | -31.0% | 0.00% | -33.3% |
| Q2 2022 | $7,285,000 | -18.0% | 162,941 | -12.3% | 0.00% | 0.0% |
| Q1 2022 | $8,887,000 | +33.4% | 185,732 | +44.1% | 0.00% | +50.0% |
| Q4 2021 | $6,660,000 | +5.6% | 128,877 | +6.7% | 0.00% | 0.0% |
| Q2 2021 | $6,306,000 | -20.4% | 120,797 | -21.9% | 0.00% | -50.0% |
| Q1 2021 | $7,919,000 | +39.6% | 154,675 | +46.4% | 0.00% | +33.3% |
| Q4 2020 | $5,673,000 | -86.5% | 105,654 | -86.5% | 0.00% | -88.0% |
| Q3 2020 | $42,018,000 | +190.2% | 780,708 | +190.2% | 0.02% | +127.3% |
| Q2 2020 | $14,478,000 | -68.1% | 269,004 | -69.3% | 0.01% | -75.0% |
| Q1 2020 | $45,321,000 | +638.8% | 877,455 | +647.9% | 0.04% | +340.0% |
| Q3 2019 | $6,134,000 | +165.5% | 117,327 | +153.1% | 0.01% | +150.0% |
| Q1 2019 | $2,310,000 | -87.2% | 46,351 | -87.6% | 0.00% | -88.9% |
| Q3 2018 | $18,114,000 | +85.8% | 374,558 | +86.2% | 0.04% | +56.5% |
| Q2 2018 | $9,748,000 | +635.7% | 201,160 | +648.4% | 0.02% | +666.7% |
| Q1 2018 | $1,325,000 | -79.9% | 26,879 | -79.3% | 0.00% | -84.2% |
| Q4 2017 | $6,591,000 | +3.0% | 129,944 | +3.0% | 0.02% | -9.5% |
| Q3 2017 | $6,396,000 | +28.6% | 126,104 | +28.0% | 0.02% | +23.5% |
| Q2 2017 | $4,975,000 | +541.1% | 98,516 | +532.5% | 0.02% | +466.7% |
| Q1 2017 | $776,000 | -60.2% | 15,576 | -60.4% | 0.00% | -66.7% |
| Q4 2016 | $1,951,000 | -23.1% | 39,342 | -19.3% | 0.01% | -25.0% |
| Q3 2016 | $2,536,000 | +95.8% | 48,768 | +95.2% | 0.01% | +100.0% |
| Q2 2016 | $1,295,000 | +57.0% | 24,978 | +53.0% | 0.01% | +20.0% |
| Q1 2016 | $825,000 | -20.6% | 16,322 | -23.0% | 0.01% | -16.7% |
| Q4 2015 | $1,039,000 | +9.7% | 21,207 | +11.2% | 0.01% | 0.0% |
| Q3 2015 | $947,000 | – | 19,067 | – | 0.01% | – |
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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% |