WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 48 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,442,000 | +22.6% | 142,407 | +22.7% | 0.05% | +13.3% |
| Q3 2019 | $6,070,000 | +24.9% | 116,100 | +22.4% | 0.04% | +21.6% |
| Q2 2019 | $4,858,000 | +67.7% | 94,824 | +63.0% | 0.04% | +54.2% |
| Q1 2019 | $2,897,000 | +9556.7% | 58,158 | +9205.3% | 0.02% | – |
| Q4 2018 | $30,000 | -11.8% | 625 | -11.3% | 0.00% | – |
| Q3 2018 | $34,000 | -35.8% | 705 | -36.2% | 0.00% | -100.0% |
| Q2 2018 | $53,000 | -1.9% | 1,105 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $54,000 | -3.6% | 1,105 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $56,000 | 0.0% | 1,105 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $56,000 | +1.8% | 1,105 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $55,000 | +12.2% | 1,105 | +12.8% | 0.00% | 0.0% |
| Q1 2017 | $49,000 | 0.0% | 980 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $49,000 | -3.9% | 980 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $51,000 | +264.3% | 980 | +250.0% | 0.00% | – |
| Q2 2016 | $14,000 | – | 280 | – | 0.00% | – |
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% |