WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 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 2021 | $575,000 | -0.5% | 11,135 | 0.0% | 0.03% | -15.4% |
| Q3 2021 | $578,000 | -0.5% | 11,135 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $581,000 | -48.5% | 11,135 | -48.8% | 0.04% | -2.6% |
| Q1 2021 | $1,128,000 | +8.5% | 21,746 | +12.2% | 0.04% | -11.4% |
| Q4 2020 | $1,040,000 | +10.3% | 19,376 | +10.6% | 0.04% | -6.4% |
| Q3 2020 | $943,000 | +4.3% | 17,513 | +4.2% | 0.05% | -6.0% |
| Q2 2020 | $904,000 | +5.4% | 16,804 | +1.2% | 0.05% | -20.6% |
| Q1 2020 | $858,000 | +210.9% | 16,610 | +214.2% | 0.06% | +200.0% |
| Q4 2019 | $276,000 | +157.9% | 5,286 | +158.0% | 0.02% | +133.3% |
| Q3 2019 | $107,000 | – | 2,049 | – | 0.01% | – |
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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% |