Independent Advisor Alliance - WISDOMTREE TR ownership

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
Independent Advisor Alliance ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$1,667,00031,9080.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
SimpliFi, Inc. 685,631$36,901,00018.38%
Leicht Financial Planning & Wealth Management, Inc. 315,586$16,981,00012.61%
Lee Financial Group Hawaii, Inc. 273,447$14,717,00012.21%
Prestige Wealth Management Group LLC 698,427$37,589,00011.35%
HORIZON FINANCIAL SERVICES, LLC 207,496$11,167,00010.85%
3D ASSET MANAGEMENT, INC 579,617$31,195,0008.68%
COLTON GROOME FINANCIAL ADVISORS, LLC 207,460$11,165,0007.84%
Private Wealth Strategies, L.L.C. 386,659$20,809,0007.29%
Clearwater Capital Advisors, LLC 353,449$19,023,0002.99%
Miracle Mile Advisors, LLC 729,909$39,284,0002.74%
View complete list of WISDOMTREE TR shareholders