WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,468,000 | -18.2% | 28,114 | -19.8% | 0.89% | -30.1% |
| Q1 2021 | $1,794,000 | -30.9% | 35,047 | -27.6% | 1.27% | -48.2% |
| Q4 2020 | $2,597,000 | +4.0% | 48,375 | +4.3% | 2.46% | -5.4% |
| Q3 2020 | $2,496,000 | -0.2% | 46,380 | -0.2% | 2.60% | +2.4% |
| Q2 2020 | $2,502,000 | -1.7% | 46,481 | -5.6% | 2.54% | -16.6% |
| Q1 2020 | $2,544,000 | +29.5% | 49,261 | +33.6% | 3.04% | +132.5% |
| Q4 2019 | $1,964,000 | – | 36,883 | – | 1.31% | – |
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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% |