WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 56 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,908 | -23.8% | 6,020 | -20.9% | 0.05% | -16.1% |
| Q2 2023 | $327,944 | -4.2% | 7,611 | -2.8% | 0.06% | -10.1% |
| Q1 2023 | $342,201 | +10.4% | 7,832 | +7.7% | 0.07% | +64.3% |
| Q4 2022 | $310,040 | -18.6% | 7,269 | -19.3% | 0.04% | -54.8% |
| Q3 2022 | $381,000 | -26.7% | 9,013 | -22.5% | 0.09% | -12.3% |
| Q2 2022 | $520,000 | -47.2% | 11,636 | -43.4% | 0.11% | -39.4% |
| Q1 2022 | $984,000 | -26.3% | 20,563 | -20.4% | 0.18% | -21.2% |
| Q4 2021 | $1,335,000 | -26.7% | 25,838 | -26.3% | 0.22% | -31.3% |
| Q3 2021 | $1,821,000 | -16.7% | 35,066 | -16.2% | 0.32% | -19.0% |
| Q2 2021 | $2,185,000 | -31.7% | 41,863 | -33.0% | 0.40% | -45.6% |
| Q1 2021 | $3,201,000 | -19.4% | 62,512 | -15.5% | 0.73% | -26.3% |
| Q4 2020 | $3,973,000 | +44.7% | 73,997 | +45.0% | 1.00% | +11.5% |
| Q3 2020 | $2,746,000 | +16.6% | 51,022 | +16.6% | 0.89% | -0.9% |
| Q2 2020 | $2,356,000 | +34.1% | 43,774 | +28.7% | 0.90% | +12.2% |
| Q1 2020 | $1,757,000 | -32.2% | 34,011 | -31.5% | 0.80% | -17.5% |
| Q4 2019 | $2,593,000 | +6.9% | 49,628 | +7.0% | 0.97% | -10.8% |
| Q3 2019 | $2,426,000 | +30.1% | 46,400 | +27.9% | 1.09% | +35.5% |
| Q2 2019 | $1,865,000 | +26.8% | 36,265 | +22.8% | 0.80% | +6.6% |
| Q1 2019 | $1,471,000 | +72.0% | 29,530 | +66.5% | 0.76% | +34.1% |
| Q4 2018 | $855,000 | +982.3% | 17,732 | +981.9% | 0.56% | +1097.9% |
| Q3 2018 | $79,000 | – | 1,639 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 541,797 | $27,984,000 | 17.50% |
| Lee Financial Group Hawaii, Inc. | 266,081 | $13,743,000 | 15.76% |
| Prestige Wealth Management Group LLC | 681,578 | $35,203,000 | 14.85% |
| 3D ASSET MANAGEMENT, INC | 690,246 | $35,651,000 | 10.61% |
| Private Wealth Strategies, L.L.C. | 363,371 | $18,766,000 | 9.36% |
| Blue Zone Wealth Advisors, LLC | 127,303 | $6,575,000 | 6.16% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 103,774 | $5,360,000 | 4.43% |
| ASHFORD CAPITAL MANAGEMENT INC | 431,499 | $22,287,000 | 3.93% |
| Miracle Mile Advisors, LLC | 572,576 | $29,574,000 | 3.17% |
| RFG Advisory, LLC | 314,442 | $16,241,000 | 3.05% |