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 | $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. | 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% |