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 | $30,981,582 | -1.1% | 746,364 | +2.6% | 0.18% | -1.6% |
| Q2 2023 | $31,339,244 | +4.5% | 727,297 | +6.0% | 0.19% | -2.6% |
| Q1 2023 | $29,983,008 | +0.0% | 686,267 | -2.3% | 0.19% | -11.1% |
| Q4 2022 | $29,971,423 | +3.9% | 702,730 | +2.9% | 0.22% | -5.2% |
| Q3 2022 | $28,843,000 | -9.8% | 683,165 | -4.5% | 0.23% | -10.5% |
| Q2 2022 | $31,992,000 | -7.4% | 715,536 | -0.9% | 0.26% | +8.0% |
| Q1 2022 | $34,562,000 | -9.5% | 722,302 | -2.3% | 0.24% | -10.9% |
| Q4 2021 | $38,197,000 | +14.1% | 739,112 | +14.7% | 0.27% | -3.6% |
| Q3 2021 | $33,464,000 | -6.1% | 644,536 | -5.6% | 0.28% | -11.3% |
| Q2 2021 | $35,649,000 | +27.3% | 682,929 | +24.8% | 0.31% | +9.9% |
| Q1 2021 | $28,010,000 | -40.2% | 547,071 | -37.3% | 0.28% | -46.7% |
| Q4 2020 | $46,829,000 | +49.7% | 872,214 | +50.0% | 0.53% | +18.8% |
| Q3 2020 | $31,288,000 | +9.5% | 581,343 | +9.5% | 0.45% | +1.1% |
| Q2 2020 | $28,569,000 | +119.7% | 530,817 | +110.8% | 0.44% | +47.8% |
| Q1 2020 | $13,006,000 | +92.5% | 251,811 | +94.7% | 0.30% | +103.4% |
| Q4 2019 | $6,756,000 | +45.8% | 129,301 | +45.8% | 0.15% | +9.7% |
| Q3 2019 | $4,635,000 | +1549.5% | 88,660 | +1518.5% | 0.13% | +1575.0% |
| Q2 2019 | $281,000 | +30.7% | 5,478 | +23.5% | 0.01% | -33.3% |
| Q3 2018 | $215,000 | – | 4,437 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |