WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 173 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $728,000 | +30.7% | 16,290 | +40.0% | 0.27% | +49.5% |
| Q1 2022 | $557,000 | -10.6% | 11,638 | -3.5% | 0.18% | -10.3% |
| Q4 2021 | $623,000 | -25.7% | 12,060 | -25.4% | 0.20% | -18.1% |
| Q3 2021 | $839,000 | +10.8% | 16,157 | +11.4% | 0.25% | +10.7% |
| Q2 2021 | $757,000 | +10.0% | 14,504 | +7.9% | 0.22% | -4.7% |
| Q1 2021 | $688,000 | +1.3% | 13,447 | +6.4% | 0.24% | -3.3% |
| Q4 2020 | $679,000 | +13.2% | 12,638 | +13.3% | 0.24% | -1.2% |
| Q3 2020 | $600,000 | +21.0% | 11,155 | +21.1% | 0.25% | -9.2% |
| Q2 2020 | $496,000 | +74.0% | 9,210 | +66.9% | 0.27% | +36.9% |
| Q1 2020 | $285,000 | +20.8% | 5,519 | +16.4% | 0.20% | +26.9% |
| Q1 2019 | $236,000 | – | 4,741 | – | 0.16% | – |
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% |