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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,633,000 | – | 49,038 | – | 1.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 541,797 | $27,984,000 | 17.50% |
| Lee Financial Group Hawaii, Inc. | 266,081 | $13,743,000 | 15.76% |
| Prestige Wealth Management Group LLC | 681,578 | $35,203,000 | 14.85% |
| 3D ASSET MANAGEMENT, INC | 690,246 | $35,651,000 | 10.61% |
| Private Wealth Strategies, L.L.C. | 363,371 | $18,766,000 | 9.36% |
| Blue Zone Wealth Advisors, LLC | 127,303 | $6,575,000 | 6.16% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 103,774 | $5,360,000 | 4.43% |
| ASHFORD CAPITAL MANAGEMENT INC | 431,499 | $22,287,000 | 3.93% |
| Miracle Mile Advisors, LLC | 572,576 | $29,574,000 | 3.17% |
| RFG Advisory, LLC | 314,442 | $16,241,000 | 3.05% |