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 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | -77.8% | 38 | -78.0% | 0.00% | -100.0% |
| Q2 2021 | $9,000 | -94.4% | 173 | -94.5% | 0.00% | -92.9% |
| Q1 2021 | $162,000 | -72.2% | 3,161 | -70.8% | 0.01% | -75.0% |
| Q4 2020 | $582,000 | -14.2% | 10,833 | -14.0% | 0.06% | -23.3% |
| Q3 2020 | $678,000 | -4.5% | 12,595 | -4.5% | 0.07% | -21.5% |
| Q2 2020 | $710,000 | +7.3% | 13,184 | +2.8% | 0.09% | -13.9% |
| Q1 2020 | $662,000 | +24.2% | 12,823 | +25.6% | 0.11% | +16.1% |
| Q4 2019 | $533,000 | -6.8% | 10,206 | -6.7% | 0.09% | +1.1% |
| Q3 2019 | $572,000 | +2.5% | 10,937 | +0.3% | 0.09% | +3.4% |
| Q2 2019 | $558,000 | +14.8% | 10,899 | +11.7% | 0.09% | +3.5% |
| Q1 2019 | $486,000 | +16.3% | 9,754 | +12.6% | 0.09% | -2.3% |
| Q4 2018 | $418,000 | +8.0% | 8,660 | +8.2% | 0.09% | -31.2% |
| Q3 2018 | $387,000 | +14.2% | 8,000 | +15.1% | 0.13% | +60.0% |
| Q2 2018 | $339,000 | – | 6,948 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 685,631 | $36,901,000 | 18.38% |
| Leicht Financial Planning & Wealth Management, Inc. | 315,586 | $16,981,000 | 12.61% |
| Lee Financial Group Hawaii, Inc. | 273,447 | $14,717,000 | 12.21% |
| Prestige Wealth Management Group LLC | 698,427 | $37,589,000 | 11.35% |
| HORIZON FINANCIAL SERVICES, LLC | 207,496 | $11,167,000 | 10.85% |
| 3D ASSET MANAGEMENT, INC | 579,617 | $31,195,000 | 8.68% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 207,460 | $11,165,000 | 7.84% |
| Private Wealth Strategies, L.L.C. | 386,659 | $20,809,000 | 7.29% |
| Clearwater Capital Advisors, LLC | 353,449 | $19,023,000 | 2.99% |
| Miracle Mile Advisors, LLC | 729,909 | $39,284,000 | 2.74% |