WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 142 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $210,000 | -76.8% | 4,708 | -75.1% | 0.02% | -73.3% |
| Q1 2022 | $905,000 | -26.8% | 18,915 | -21.0% | 0.09% | -26.2% |
| Q4 2021 | $1,237,000 | -1.9% | 23,930 | -1.4% | 0.12% | -12.2% |
| Q3 2021 | $1,261,000 | +2.1% | 24,280 | +2.6% | 0.14% | -1.4% |
| Q2 2021 | $1,235,000 | +5.6% | 23,667 | +3.6% | 0.14% | -6.0% |
| Q1 2021 | $1,170,000 | +10.7% | 22,847 | +16.0% | 0.15% | -16.2% |
| Q4 2020 | $1,057,000 | +29.1% | 19,694 | +28.9% | 0.18% | +14.0% |
| Q3 2020 | $819,000 | +103.2% | 15,279 | +104.7% | 0.16% | +72.5% |
| Q2 2020 | $403,000 | +58.0% | 7,464 | +55.6% | 0.09% | +31.9% |
| Q1 2020 | $255,000 | – | 4,796 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 841,265 | $36,140,763 | 16.69% |
| Schwallier Wealth Management LLC | 240,950 | $10,351,192 | 8.41% |
| Prestige Wealth Management Group LLC | 582,481 | $25,023,397 | 5.40% |
| INVENIO WEALTH PARTNERS LLC | 218,036 | $9,366,827 | 4.64% |
| Symphony Financial, Ltd. Co. | 335,278 | $14,460,526 | 2.64% |
| Oxinas Partners Wealth Management LLC | 81,890 | $3,517,998 | 2.34% |
| GSB Wealth Management, LLC | 149,281 | $6,413,108 | 1.75% |
| Trilogy Capital Inc. | 748,035 | $32,135,567 | 1.74% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 70,842 | $3,043,372 | 1.60% |
| Smartleaf Asset Management LLC | 195,085 | $8,414,016 | 1.38% |