WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 139 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,718,000 | -1.0% | 110,698 | +0.2% | 2.14% | +6.8% |
| Q4 2019 | $5,774,000 | +47.6% | 110,512 | +47.7% | 2.00% | +31.3% |
| Q3 2019 | $3,911,000 | +34.0% | 74,799 | +31.4% | 1.53% | +20.5% |
| Q2 2019 | $2,918,000 | +45.0% | 56,942 | +41.0% | 1.27% | +29.0% |
| Q1 2019 | $2,013,000 | +18.6% | 40,395 | +14.7% | 0.98% | +5.9% |
| Q4 2018 | $1,698,000 | +315.2% | 35,206 | +316.4% | 0.93% | +195.2% |
| Q3 2018 | $409,000 | – | 8,454 | – | 0.31% | – |
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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% |