WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 40 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,204,298 | -7.7% | 173,556 | -4.2% | 0.13% | -6.0% |
| Q2 2023 | $7,807,142 | -9.8% | 181,182 | -8.5% | 0.13% | -30.2% |
| Q1 2023 | $8,653,598 | -2.4% | 198,068 | -4.7% | 0.19% | -11.9% |
| Q4 2022 | $8,865,858 | -6.6% | 207,875 | -7.5% | 0.22% | -27.1% |
| Q3 2022 | $9,489,000 | -16.3% | 224,755 | -11.3% | 0.30% | -6.9% |
| Q2 2022 | $11,332,000 | -13.3% | 253,446 | -7.2% | 0.32% | -1.8% |
| Q1 2022 | $13,073,000 | -10.6% | 273,205 | -3.5% | 0.33% | -18.0% |
| Q4 2021 | $14,625,000 | +236.5% | 283,001 | +238.1% | 0.40% | -9.7% |
| Q3 2021 | $4,346,000 | -71.1% | 83,703 | -70.9% | 0.44% | -19.5% |
| Q2 2021 | $15,036,000 | +5.4% | 288,054 | +3.3% | 0.55% | -8.2% |
| Q1 2021 | $14,271,000 | +0.1% | 278,733 | +5.0% | 0.60% | -8.3% |
| Q4 2020 | $14,252,000 | +0.2% | 265,454 | +0.5% | 0.65% | -13.1% |
| Q3 2020 | $14,218,000 | +1.3% | 264,168 | +1.3% | 0.75% | -9.6% |
| Q2 2020 | $14,030,000 | +10.7% | 260,683 | +6.3% | 0.83% | -11.3% |
| Q1 2020 | $12,671,000 | -7.6% | 245,327 | -6.5% | 0.94% | +7.5% |
| Q4 2019 | $13,717,000 | +12.2% | 262,521 | +12.3% | 0.87% | -1.6% |
| Q3 2019 | $12,221,000 | +15.4% | 233,760 | +13.1% | 0.88% | +12.3% |
| Q2 2019 | $10,592,000 | +34.3% | 206,712 | +30.6% | 0.79% | +21.6% |
| Q1 2019 | $7,885,000 | +71.0% | 158,244 | +65.5% | 0.65% | +21.3% |
| Q4 2018 | $4,612,000 | +12.9% | 95,644 | +13.2% | 0.53% | +31.5% |
| Q3 2018 | $4,086,000 | +34.7% | 84,487 | +35.0% | 0.41% | +25.7% |
| Q2 2018 | $3,033,000 | +5.0% | 62,595 | +6.8% | 0.32% | +6.2% |
| Q1 2018 | $2,889,000 | +53.7% | 58,591 | +58.1% | 0.30% | +53.5% |
| Q4 2017 | $1,880,000 | +5.7% | 37,067 | +5.7% | 0.20% | -6.2% |
| Q3 2017 | $1,779,000 | -2.6% | 35,070 | -3.1% | 0.21% | -6.6% |
| Q2 2017 | $1,827,000 | -36.4% | 36,174 | -37.3% | 0.23% | -38.1% |
| Q1 2017 | $2,872,000 | +48.5% | 57,648 | +47.8% | 0.36% | +31.8% |
| Q4 2016 | $1,934,000 | +2.0% | 39,014 | +7.0% | 0.28% | -21.5% |
| Q3 2016 | $1,896,000 | – | 36,464 | – | 0.35% | – |
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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% |