WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 147 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |