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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,360,272 | +140.1% | 707,306 | +149.2% | 0.01% | +150.0% |
| Q2 2023 | $12,229,717 | +12.2% | 283,818 | +13.7% | 0.00% | 0.0% |
| Q1 2023 | $10,904,150 | +55.8% | 249,580 | +52.1% | 0.00% | +33.3% |
| Q4 2022 | $6,997,543 | +0.6% | 164,069 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $6,957,000 | -2.7% | 164,800 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $7,148,000 | -6.9% | 159,884 | -0.3% | 0.00% | 0.0% |
| Q1 2022 | $7,677,000 | -11.4% | 160,429 | -4.3% | 0.00% | +50.0% |
| Q4 2021 | $8,662,000 | -38.0% | 167,623 | -37.7% | 0.00% | -50.0% |
| Q3 2021 | $13,977,000 | -4.9% | 269,215 | -4.4% | 0.00% | -20.0% |
| Q2 2021 | $14,702,000 | +8.7% | 281,649 | +6.6% | 0.01% | +25.0% |
| Q1 2021 | $13,527,000 | +5.7% | 264,203 | +10.8% | 0.00% | 0.0% |
| Q4 2020 | $12,800,000 | +1.7% | 238,407 | +2.0% | 0.00% | -20.0% |
| Q3 2020 | $12,581,000 | +8.5% | 233,756 | +8.5% | 0.01% | 0.0% |
| Q2 2020 | $11,593,000 | +24.4% | 215,413 | +19.4% | 0.01% | +25.0% |
| Q1 2020 | $9,319,000 | +8.6% | 180,424 | +9.9% | 0.00% | +33.3% |
| Q4 2019 | $8,580,000 | +20.5% | 164,228 | +20.5% | 0.00% | 0.0% |
| Q3 2019 | $7,123,000 | +7.1% | 136,236 | +5.0% | 0.00% | 0.0% |
| Q2 2019 | $6,649,000 | +267.1% | 129,760 | +257.1% | 0.00% | +200.0% |
| Q1 2019 | $1,811,000 | -21.1% | 36,338 | -23.6% | 0.00% | 0.0% |
| Q4 2018 | $2,294,000 | -84.9% | 47,578 | -84.9% | 0.00% | -83.3% |
| Q3 2018 | $15,205,000 | -0.8% | 314,418 | -0.6% | 0.01% | -14.3% |
| Q2 2018 | $15,324,000 | -0.0% | 316,223 | +1.7% | 0.01% | 0.0% |
| Q1 2018 | $15,326,000 | +77.1% | 310,872 | +82.2% | 0.01% | +75.0% |
| Q4 2017 | $8,656,000 | +69.2% | 170,662 | +69.2% | 0.00% | +100.0% |
| Q3 2017 | $5,116,000 | +39.5% | 100,858 | +38.8% | 0.00% | 0.0% |
| Q2 2017 | $3,668,000 | +14.7% | 72,640 | +13.2% | 0.00% | 0.0% |
| Q1 2017 | $3,198,000 | +12.0% | 64,193 | +11.5% | 0.00% | 0.0% |
| Q4 2016 | $2,855,000 | +5187.0% | 57,577 | +5436.2% | 0.00% | – |
| Q3 2016 | $54,000 | – | 1,040 | – | 0.00% | – |
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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% |