WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 139 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,428 | -2.4% | 8,707 | +0.6% | 0.09% | +1.1% |
| Q2 2023 | $370,391 | +0.1% | 8,654 | +2.2% | 0.09% | -3.3% |
| Q1 2023 | $369,923 | +10.2% | 8,467 | +7.6% | 0.09% | +3.4% |
| Q4 2022 | $335,741 | +4.3% | 7,872 | +3.1% | 0.09% | -4.3% |
| Q3 2022 | $322,000 | -21.3% | 7,632 | -16.6% | 0.09% | -19.8% |
| Q2 2022 | $409,000 | -2.2% | 9,156 | +4.9% | 0.12% | +2.7% |
| Q1 2022 | $418,000 | -5.4% | 8,730 | +2.1% | 0.11% | -1.7% |
| Q4 2021 | $442,000 | -0.9% | 8,553 | -0.5% | 0.12% | -5.7% |
| Q3 2021 | $446,000 | -0.4% | 8,595 | +0.1% | 0.12% | -1.6% |
| Q2 2021 | $448,000 | +81.4% | 8,584 | +86.9% | 0.12% | +65.3% |
| Q1 2021 | $247,000 | +6.0% | 4,593 | +6.2% | 0.08% | -5.1% |
| Q4 2020 | $233,000 | 0.0% | 4,324 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $233,000 | +1.7% | 4,324 | +1.4% | 0.08% | -3.7% |
| Q2 2020 | $229,000 | -6.1% | 4,264 | -9.6% | 0.08% | -18.0% |
| Q1 2020 | $244,000 | – | 4,717 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 541,797 | $27,984,000 | 17.50% |
| Lee Financial Group Hawaii, Inc. | 266,081 | $13,743,000 | 15.76% |
| Prestige Wealth Management Group LLC | 681,578 | $35,203,000 | 14.85% |
| 3D ASSET MANAGEMENT, INC | 690,246 | $35,651,000 | 10.61% |
| Private Wealth Strategies, L.L.C. | 363,371 | $18,766,000 | 9.36% |
| Blue Zone Wealth Advisors, LLC | 127,303 | $6,575,000 | 6.16% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 103,774 | $5,360,000 | 4.43% |
| ASHFORD CAPITAL MANAGEMENT INC | 431,499 | $22,287,000 | 3.93% |
| Miracle Mile Advisors, LLC | 572,576 | $29,574,000 | 3.17% |
| RFG Advisory, LLC | 314,442 | $16,241,000 | 3.05% |