WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 64 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $298,000 | -41.1% | 5,776 | -40.3% | 0.28% | -20.3% |
| Q4 2019 | $506,000 | -8.0% | 9,676 | -8.1% | 0.34% | -16.1% |
| Q3 2019 | $550,000 | +2.0% | 10,526 | 0.0% | 0.41% | -5.9% |
| Q2 2019 | $539,000 | +2.7% | 10,526 | 0.0% | 0.44% | +8.7% |
| Q1 2019 | $525,000 | +3.3% | 10,526 | 0.0% | 0.40% | -8.2% |
| Q4 2018 | $508,000 | – | 10,526 | – | 0.44% | – |
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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% |