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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,072 | -3.7% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,189 | +106200.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3 | -99.9% | 74 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $3,000 | 0.0% | 74 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $3,000 | -98.6% | 74 | -98.4% | 0.00% | -98.8% |
| Q1 2022 | $219,000 | -31.3% | 4,574 | -25.9% | 0.08% | -38.8% |
| Q4 2021 | $319,000 | -34.8% | 6,169 | -34.5% | 0.14% | -38.2% |
| Q3 2021 | $489,000 | -2.6% | 9,421 | -1.9% | 0.22% | -7.0% |
| Q2 2021 | $502,000 | -4.2% | 9,608 | -6.2% | 0.24% | +1.7% |
| Q1 2021 | $524,000 | -2.6% | 10,244 | +2.2% | 0.24% | -3.6% |
| Q4 2020 | $538,000 | +24.0% | 10,025 | +24.2% | 0.25% | +1.2% |
| Q3 2020 | $434,000 | +28.0% | 8,072 | +28.3% | 0.24% | +16.2% |
| Q2 2020 | $339,000 | +115.9% | 6,291 | +109.9% | 0.21% | +105.9% |
| Q4 2019 | $157,000 | – | 2,997 | – | 0.10% | – |
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% |