WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,052,787 | +4.1% | 69,350 | -1.9% | 0.31% | -7.9% |
| Q3 2023 | $2,933,512 | -6.1% | 70,670 | -2.5% | 0.34% | -22.9% |
| Q2 2023 | $3,123,292 | -9.6% | 72,483 | -8.9% | 0.44% | +83.4% |
| Q4 2022 | $3,454,293 | -5.9% | 79,592 | -1.4% | 0.24% | -5.5% |
| Q1 2022 | $3,671,000 | -6.1% | 80,690 | +3.7% | 0.26% | -1.2% |
| Q4 2021 | $3,911,000 | -3.6% | 77,797 | -0.5% | 0.26% | -4.4% |
| Q3 2021 | $4,059,000 | +0.0% | 78,188 | +1.1% | 0.27% | -5.3% |
| Q2 2021 | $4,057,000 | +5.7% | 77,372 | +4.5% | 0.28% | -4.4% |
| Q1 2021 | $3,837,000 | -8.9% | 74,059 | -6.6% | 0.30% | -16.8% |
| Q4 2020 | $4,213,000 | +1.6% | 79,301 | +2.5% | 0.36% | -11.4% |
| Q3 2020 | $4,146,000 | -9.2% | 77,359 | -8.4% | 0.40% | -14.6% |
| Q2 2020 | $4,566,000 | +3.4% | 84,417 | +1.3% | 0.47% | -17.5% |
| Q1 2020 | $4,415,000 | -10.9% | 83,302 | -10.6% | 0.57% | -2.1% |
| Q4 2019 | $4,956,000 | +1.1% | 93,169 | -1.3% | 0.58% | -12.7% |
| Q3 2019 | $4,903,000 | -1.9% | 94,387 | -1.4% | 0.67% | -11.0% |
| Q2 2019 | $5,000,000 | -1.7% | 95,680 | -5.8% | 0.75% | -5.2% |
| Q1 2019 | $5,087,000 | +3.7% | 101,566 | +1.5% | 0.79% | +0.6% |
| Q4 2018 | $4,904,000 | +0.9% | 100,046 | -2.5% | 0.79% | -11.0% |
| Q3 2018 | $4,860,000 | -1.5% | 102,628 | +0.8% | 0.89% | -12.4% |
| Q2 2018 | $4,935,000 | -1.1% | 101,836 | +0.6% | 1.01% | -7.6% |
| Q1 2018 | $4,989,000 | +22.3% | 101,195 | +25.9% | 1.10% | +0.3% |
| Q4 2017 | $4,078,000 | – | 80,397 | – | 1.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |