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 2022 | $211,878 | -21.8% | 4,810 | -26.2% | 0.06% | -19.1% |
| Q3 2022 | $271,000 | -9.1% | 6,519 | +0.0% | 0.07% | +13.3% |
| Q2 2022 | $298,000 | -48.5% | 6,518 | -46.1% | 0.06% | -36.8% |
| Q1 2022 | $579,000 | -25.6% | 12,099 | -21.6% | 0.10% | -22.8% |
| Q4 2021 | $778,000 | -24.7% | 15,442 | -22.4% | 0.12% | -25.5% |
| Q3 2021 | $1,033,000 | -9.4% | 19,891 | -9.0% | 0.16% | -11.3% |
| Q2 2021 | $1,140,000 | -14.2% | 21,848 | -15.9% | 0.19% | -19.8% |
| Q1 2021 | $1,329,000 | -42.5% | 25,971 | -39.7% | 0.23% | -46.5% |
| Q4 2020 | $2,312,000 | -25.1% | 43,072 | -24.9% | 0.43% | -34.9% |
| Q3 2020 | $3,085,000 | -73.2% | 57,354 | -73.2% | 0.67% | -77.3% |
| Q2 2020 | $11,532,000 | +131.0% | 214,282 | +121.7% | 2.94% | +85.1% |
| Q1 2020 | $4,992,000 | +8.4% | 96,660 | +9.7% | 1.59% | +29.3% |
| Q4 2019 | $4,605,000 | +9.5% | 88,142 | +9.6% | 1.23% | -1.4% |
| Q3 2019 | $4,204,000 | +17.6% | 80,404 | +15.2% | 1.24% | +12.4% |
| Q2 2019 | $3,576,000 | +15.8% | 69,799 | +12.6% | 1.11% | +8.8% |
| Q1 2019 | $3,088,000 | +40.3% | 61,980 | +35.8% | 1.02% | -17.4% |
| Q3 2018 | $2,201,000 | +66.4% | 45,636 | +67.3% | 1.23% | +43.1% |
| Q2 2018 | $1,323,000 | +190.1% | 27,284 | +194.9% | 0.86% | +160.6% |
| Q1 2018 | $456,000 | +92.4% | 9,253 | +98.1% | 0.33% | +226.7% |
| Q4 2017 | $237,000 | – | 4,672 | – | 0.10% | – |
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% |