WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,095,898 | -3.7% | 50,491 | -0.0% | 0.08% | -1.2% |
| Q2 2023 | $2,176,447 | +28.2% | 50,509 | +30.0% | 0.08% | +18.6% |
| Q1 2023 | $1,697,304 | -25.7% | 38,849 | -27.5% | 0.07% | -31.4% |
| Q4 2022 | $2,285,823 | +6.7% | 53,595 | +5.6% | 0.10% | -7.3% |
| Q3 2022 | $2,142,000 | +1.3% | 50,739 | +7.3% | 0.11% | -21.4% |
| Q2 2022 | $2,115,000 | -1.8% | 47,298 | +5.1% | 0.14% | +15.7% |
| Q1 2022 | $2,154,000 | +121.6% | 45,022 | +139.5% | 0.12% | +137.3% |
| Q4 2021 | $972,000 | -7.6% | 18,799 | -7.3% | 0.05% | -17.7% |
| Q3 2021 | $1,052,000 | +68.9% | 20,271 | +70.0% | 0.06% | -6.1% |
| Q4 2019 | $623,000 | +6.7% | 11,927 | +6.8% | 0.07% | -14.3% |
| Q3 2019 | $584,000 | +5.0% | 11,165 | +2.9% | 0.08% | +6.9% |
| Q2 2019 | $556,000 | -5.9% | 10,850 | -8.5% | 0.07% | -18.2% |
| Q1 2019 | $591,000 | +6.5% | 11,852 | +2.9% | 0.09% | -19.3% |
| Q4 2018 | $555,000 | – | 11,518 | – | 0.11% | – |
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% |