WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 142 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 2021 | $249,000 | -11.7% | 4,793 | -11.4% | 0.04% | -12.5% |
| Q2 2021 | $282,000 | +4.4% | 5,407 | +2.7% | 0.04% | +11.1% |
| Q1 2021 | $270,000 | -54.2% | 5,264 | -52.0% | 0.04% | -64.0% |
| Q4 2020 | $589,000 | -2.0% | 10,962 | -1.9% | 0.10% | -10.7% |
| Q3 2020 | $601,000 | +0.5% | 11,169 | +0.5% | 0.11% | -15.8% |
| Q2 2020 | $598,000 | +5.5% | 11,110 | +1.2% | 0.13% | -11.9% |
| Q1 2020 | $567,000 | -8.1% | 10,982 | -7.0% | 0.15% | +15.3% |
| Q4 2019 | $617,000 | +3.0% | 11,807 | +3.1% | 0.13% | -7.1% |
| Q3 2019 | $599,000 | +11.1% | 11,454 | +8.9% | 0.14% | +6.8% |
| Q2 2019 | $539,000 | -6.6% | 10,522 | -9.1% | 0.13% | -18.0% |
| Q1 2019 | $577,000 | -0.7% | 11,576 | -3.9% | 0.16% | -9.6% |
| Q4 2018 | $581,000 | – | 12,049 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 841,265 | $36,140,763 | 16.69% |
| Schwallier Wealth Management LLC | 240,950 | $10,351,192 | 8.41% |
| Prestige Wealth Management Group LLC | 582,481 | $25,023,397 | 5.40% |
| INVENIO WEALTH PARTNERS LLC | 218,036 | $9,366,827 | 4.64% |
| Symphony Financial, Ltd. Co. | 335,278 | $14,460,526 | 2.64% |
| Oxinas Partners Wealth Management LLC | 81,890 | $3,517,998 | 2.34% |
| GSB Wealth Management, LLC | 149,281 | $6,413,108 | 1.75% |
| Trilogy Capital Inc. | 748,035 | $32,135,567 | 1.74% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 70,842 | $3,043,372 | 1.60% |
| Smartleaf Asset Management LLC | 195,085 | $8,414,016 | 1.38% |