WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 165 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $256,728 | +11.7% | 5,876 | +9.0% | 0.02% | -6.2% |
| Q4 2022 | $229,875 | -41.2% | 5,390 | -41.8% | 0.02% | -46.7% |
| Q3 2022 | $391,000 | -9.9% | 9,267 | -4.5% | 0.03% | -9.1% |
| Q2 2022 | $434,000 | -13.2% | 9,706 | -7.1% | 0.03% | -5.7% |
| Q1 2022 | $500,000 | -30.3% | 10,452 | -24.7% | 0.04% | -31.4% |
| Q4 2021 | $717,000 | -3.5% | 13,874 | -3.0% | 0.05% | -8.9% |
| Q3 2021 | $743,000 | -0.7% | 14,309 | -0.2% | 0.06% | -5.1% |
| Q2 2021 | $748,000 | +2.3% | 14,332 | +0.4% | 0.06% | -13.2% |
| Q1 2021 | $731,000 | +36.6% | 14,275 | +43.4% | 0.07% | +36.0% |
| Q4 2020 | $535,000 | +5.3% | 9,958 | +5.4% | 0.05% | -13.8% |
| Q3 2020 | $508,000 | +7.6% | 9,444 | +7.7% | 0.06% | -9.4% |
| Q2 2020 | $472,000 | +32.6% | 8,772 | +27.3% | 0.06% | -1.5% |
| Q1 2020 | $356,000 | +16.7% | 6,892 | +18.2% | 0.06% | +54.8% |
| Q4 2019 | $305,000 | – | 5,833 | – | 0.04% | – |
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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% |