WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 170 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |