WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 165 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,347 | -36.5% | 7,549 | -34.1% | 0.02% | -38.5% |
| Q2 2023 | $493,630 | +43.9% | 11,456 | +45.9% | 0.03% | +30.0% |
| Q1 2023 | $343,154 | -14.7% | 7,854 | -16.7% | 0.02% | -20.0% |
| Q4 2022 | $402,273 | -5.1% | 9,432 | -6.0% | 0.02% | -21.9% |
| Q3 2022 | $424,000 | -2.5% | 10,038 | +3.2% | 0.03% | -15.8% |
| Q2 2022 | $435,000 | -37.2% | 9,729 | -32.8% | 0.04% | -28.3% |
| Q1 2022 | $693,000 | -5.2% | 14,488 | +2.4% | 0.05% | -1.9% |
| Q4 2021 | $731,000 | -9.3% | 14,153 | -8.8% | 0.05% | -18.2% |
| Q3 2021 | $806,000 | -3.0% | 15,518 | -2.6% | 0.07% | +24.5% |
| Q2 2021 | $831,000 | +3.0% | 15,927 | +1.0% | 0.05% | -8.6% |
| Q1 2021 | $807,000 | -15.8% | 15,771 | -11.7% | 0.06% | -27.5% |
| Q4 2020 | $959,000 | +41.7% | 17,864 | +42.0% | 0.08% | +17.6% |
| Q3 2020 | $677,000 | +11.5% | 12,576 | +11.5% | 0.07% | -18.1% |
| Q2 2020 | $607,000 | +597.7% | 11,277 | +537.1% | 0.08% | +260.9% |
| Q1 2018 | $87,000 | -2.2% | 1,770 | 0.0% | 0.02% | -4.2% |
| Q4 2017 | $89,000 | – | 1,770 | – | 0.02% | – |
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% |