Cornerstone Wealth Management, LLC - WISDOMTREE TR ownership

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
Cornerstone Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$1,576,000
+1.9%
30,473
+2.4%
0.15%
-8.5%
Q3 2021$1,546,000
-0.2%
29,768
+0.3%
0.16%
+0.6%
Q2 2021$1,549,000
+57.4%
29,671
+54.4%
0.16%
+40.5%
Q1 2021$984,00019,2190.12%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
SimpliFi, Inc. 862,713$35,811,20617.65%
Prestige Wealth Management Group LLC 568,269$23,588,8495.82%
KLR INVESTMENT ADVISORS, LLC 112,849$4,930,3804.48%
INVENIO WEALTH PARTNERS LLC 67,602$2,806,1592.55%
Symphony Financial, Ltd. Co. 196,280$8,098,5031.98%
Trilogy Capital Inc. 604,662$25,099,5301.70%
Oxinas Partners Wealth Management LLC 47,620$1,976,6981.47%
Truadvice, LLC 83,896$3,493,4291.37%
3D/L Capital Management, LLC 98,592$4,092,5581.33%
My Legacy Advisors, LLC 72,432$2,945,8021.20%
View complete list of WISDOMTREE TR shareholders