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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,155,000 | +120.8% | 24,132 | +138.3% | 0.03% | +107.7% |
| Q4 2021 | $523,000 | +12.2% | 10,126 | +12.7% | 0.01% | -7.1% |
| Q3 2021 | $466,000 | -4.3% | 8,984 | -3.6% | 0.01% | -17.6% |
| Q2 2021 | $487,000 | +20.0% | 9,321 | +17.4% | 0.02% | -15.0% |
| Q1 2021 | $406,000 | +73.5% | 7,939 | +82.4% | 0.02% | +17.6% |
| Q4 2020 | $234,000 | -2.5% | 4,352 | -2.5% | 0.02% | -22.7% |
| Q3 2020 | $240,000 | -0.4% | 4,465 | -0.2% | 0.02% | -38.9% |
| Q2 2020 | $241,000 | -22.3% | 4,472 | -23.6% | 0.04% | -59.6% |
| Q1 2020 | $310,000 | +1.0% | 5,853 | -0.2% | 0.09% | -32.1% |
| Q4 2019 | $307,000 | 0.0% | 5,867 | -0.1% | 0.13% | -12.7% |
| Q3 2019 | $307,000 | +0.3% | 5,874 | -1.8% | 0.15% | -12.8% |
| Q2 2019 | $306,000 | +1.7% | 5,980 | -1.1% | 0.17% | -28.0% |
| Q1 2019 | $301,000 | -6.2% | 6,047 | -9.2% | 0.24% | -25.8% |
| Q4 2018 | $321,000 | – | 6,661 | – | 0.32% | – |
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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% |