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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
KWB Wealth | 274,850 | $14,270,000 | 2.54% |
Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |