WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 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 2023 | $308,395 | -51.8% | 7,429 | -50.0% | 0.01% | -52.4% |
| Q2 2023 | $639,707 | -43.4% | 14,846 | -42.7% | 0.02% | -48.8% |
| Q1 2023 | $1,131,136 | +1.0% | 25,890 | -1.4% | 0.04% | 0.0% |
| Q4 2022 | $1,120,020 | +8.3% | 26,261 | +36.7% | 0.04% | -56.4% |
| Q3 2020 | $1,034,000 | -44.0% | 19,214 | -43.9% | 0.09% | -48.9% |
| Q2 2020 | $1,845,000 | -48.3% | 34,272 | -49.8% | 0.18% | -52.8% |
| Q3 2019 | $3,568,000 | – | 68,250 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 685,631 | $36,901,000 | 18.38% |
| Leicht Financial Planning & Wealth Management, Inc. | 315,586 | $16,981,000 | 12.61% |
| Lee Financial Group Hawaii, Inc. | 273,447 | $14,717,000 | 12.21% |
| Prestige Wealth Management Group LLC | 698,427 | $37,589,000 | 11.35% |
| HORIZON FINANCIAL SERVICES, LLC | 207,496 | $11,167,000 | 10.85% |
| 3D ASSET MANAGEMENT, INC | 579,617 | $31,195,000 | 8.68% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 207,460 | $11,165,000 | 7.84% |
| Private Wealth Strategies, L.L.C. | 386,659 | $20,809,000 | 7.29% |
| Clearwater Capital Advisors, LLC | 353,449 | $19,023,000 | 2.99% |
| Miracle Mile Advisors, LLC | 729,909 | $39,284,000 | 2.74% |