WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,643,804 | +1.7% | 155,775 | +0.7% | 4.46% | -4.6% |
| Q3 2022 | $6,532,000 | -5.9% | 154,703 | -0.4% | 4.67% | -0.6% |
| Q2 2022 | $6,944,000 | -7.6% | 155,309 | -1.1% | 4.70% | +5.1% |
| Q1 2022 | $7,515,000 | -3.3% | 157,060 | +4.4% | 4.48% | +0.9% |
| Q4 2021 | $7,772,000 | -4.1% | 150,393 | -2.1% | 4.43% | -8.9% |
| Q3 2021 | $8,106,000 | -1.0% | 153,580 | -1.2% | 4.87% | -2.1% |
| Q2 2021 | $8,189,000 | +20.3% | 155,444 | +16.9% | 4.97% | +12.9% |
| Q1 2021 | $6,808,000 | -55.4% | 132,973 | -53.2% | 4.41% | -57.4% |
| Q4 2020 | $15,262,000 | -10.1% | 284,429 | -9.9% | 10.34% | -18.0% |
| Q3 2020 | $16,981,000 | -9.9% | 315,586 | -9.8% | 12.61% | -15.7% |
| Q2 2020 | $18,837,000 | – | 349,954 | – | 14.96% | – |
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% |