WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 165 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
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. | 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% |