WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,739,000 | -49.4% | 88,566 | -46.4% | 0.52% | -48.9% |
| Q2 2022 | $7,386,000 | -10.3% | 165,189 | -4.0% | 1.01% | +6.9% |
| Q1 2022 | $8,236,000 | -8.7% | 172,114 | -1.4% | 0.94% | -5.1% |
| Q4 2021 | $9,023,000 | -1.1% | 174,594 | -0.7% | 1.00% | -6.0% |
| Q3 2021 | $9,126,000 | -0.9% | 175,775 | -0.4% | 1.06% | -1.3% |
| Q2 2021 | $9,210,000 | -8.5% | 176,439 | -10.2% | 1.07% | -14.8% |
| Q1 2021 | $10,062,000 | -55.2% | 196,528 | -53.0% | 1.26% | -57.8% |
| Q4 2020 | $22,465,000 | +18.1% | 418,423 | +18.4% | 2.98% | -0.3% |
| Q3 2020 | $19,023,000 | +6.3% | 353,449 | +6.3% | 2.99% | -0.0% |
| Q2 2020 | $17,892,000 | +73.2% | 332,444 | +66.2% | 2.99% | +34.3% |
| Q1 2020 | $10,330,000 | +15.6% | 200,001 | +17.0% | 2.23% | +49.6% |
| Q4 2019 | $8,934,000 | +38.1% | 170,977 | +38.1% | 1.49% | +30.3% |
| Q3 2019 | $6,471,000 | +14.8% | 123,770 | +12.5% | 1.14% | +11.6% |
| Q2 2019 | $5,638,000 | +29.1% | 110,025 | +25.5% | 1.02% | +25.0% |
| Q1 2019 | $4,367,000 | – | 87,640 | – | 0.82% | – |
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% |