WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 185 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $218,368 | -17.3% | 5,120 | -18.3% | 0.05% | -23.3% |
| Q3 2022 | $264,000 | -27.7% | 6,264 | -23.2% | 0.06% | -25.0% |
| Q2 2022 | $365,000 | -27.4% | 8,161 | -22.4% | 0.08% | -22.3% |
| Q1 2022 | $503,000 | -82.4% | 10,512 | -81.0% | 0.10% | -82.9% |
| Q4 2021 | $2,865,000 | -0.4% | 55,443 | +0.1% | 0.60% | -8.8% |
| Q3 2021 | $2,876,000 | +8.9% | 55,390 | +9.5% | 0.66% | +1.7% |
| Q2 2021 | $2,641,000 | +7.2% | 50,587 | +5.2% | 0.65% | -0.3% |
| Q1 2021 | $2,463,000 | +12.6% | 48,106 | +18.1% | 0.65% | +6.0% |
| Q4 2020 | $2,188,000 | +4.6% | 40,750 | +4.9% | 0.62% | -14.3% |
| Q3 2020 | $2,091,000 | +99.9% | 38,847 | +100.0% | 0.72% | +74.9% |
| Q2 2020 | $1,046,000 | +9.2% | 19,427 | +4.7% | 0.41% | -13.1% |
| Q1 2020 | $958,000 | +166.1% | 18,555 | +169.2% | 0.47% | +287.7% |
| Q4 2019 | $360,000 | +8.1% | 6,892 | +8.1% | 0.12% | -16.4% |
| Q3 2019 | $333,000 | – | 6,373 | – | 0.15% | – |
Download | ||||||
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% |