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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $171 | -99.9% | 4,006 | -15.8% | 0.04% | -22.8% |
| Q3 2022 | $201,000 | -5.6% | 4,757 | 0.0% | 0.06% | +5.6% |
| Q2 2022 | $213,000 | -6.6% | 4,757 | 0.0% | 0.05% | +8.0% |
| Q1 2022 | $228,000 | -8.8% | 4,757 | -1.7% | 0.05% | -5.7% |
| Q4 2021 | $250,000 | -3.5% | 4,839 | -2.8% | 0.05% | -13.1% |
| Q3 2021 | $259,000 | -0.4% | 4,979 | 0.0% | 0.06% | -7.6% |
| Q2 2021 | $260,000 | -8.5% | 4,979 | -10.4% | 0.07% | -15.4% |
| Q1 2021 | $284,000 | -44.1% | 5,555 | -41.3% | 0.08% | -50.0% |
| Q4 2020 | $508,000 | -60.1% | 9,464 | -60.0% | 0.16% | -66.5% |
| Q3 2020 | $1,273,000 | -4.9% | 23,650 | -4.9% | 0.47% | -11.7% |
| Q2 2020 | $1,338,000 | -0.6% | 24,862 | -4.6% | 0.53% | -17.5% |
| Q1 2020 | $1,346,000 | +53.0% | 26,068 | +54.8% | 0.64% | +80.8% |
| Q4 2019 | $880,000 | – | 16,839 | – | 0.35% | – |
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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% |