WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 170 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $453,000 | -30.2% | 8,855 | -27.5% | 0.13% | -31.1% |
| Q4 2020 | $649,000 | -63.1% | 12,208 | -62.6% | 0.19% | -71.3% |
| Q3 2020 | $1,759,000 | -0.8% | 32,683 | +0.7% | 0.66% | -3.2% |
| Q2 2020 | $1,773,000 | -20.2% | 32,461 | -22.8% | 0.68% | -31.5% |
| Q1 2020 | $2,223,000 | -6.5% | 42,025 | -6.2% | 1.00% | +4.2% |
| Q4 2019 | $2,377,000 | – | 44,786 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |