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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |