WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 173 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $3,251,000 | +26.2% | 63,499 | +32.3% | 0.13% | +9.0% |
Q4 2020 | $2,576,000 | +8.5% | 47,987 | +8.7% | 0.12% | -16.4% |
Q3 2020 | $2,375,000 | +22.5% | 44,135 | +22.6% | 0.15% | +5.0% |
Q2 2020 | $1,938,000 | +48.4% | 36,005 | +42.4% | 0.14% | +14.9% |
Q1 2020 | $1,306,000 | +48.9% | 25,291 | +50.7% | 0.12% | +63.5% |
Q4 2019 | $877,000 | +237.3% | 16,787 | +237.6% | 0.07% | +155.2% |
Q3 2019 | $260,000 | – | 4,973 | – | 0.03% | – |
Download |
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% |