WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 139 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $202,000 | +1.0% | 3,870 | -1.0% | 0.05% | -6.1% |
| Q1 2021 | $200,000 | -80.8% | 3,908 | -79.8% | 0.05% | -81.2% |
| Q4 2020 | $1,041,000 | -42.6% | 19,383 | -42.5% | 0.26% | -33.7% |
| Q3 2020 | $1,815,000 | -37.4% | 33,717 | -37.4% | 0.39% | -39.5% |
| Q2 2020 | $2,898,000 | -2.6% | 53,843 | -6.5% | 0.65% | -23.4% |
| Q1 2020 | $2,975,000 | -3.8% | 57,605 | -2.6% | 0.85% | +19.7% |
| Q4 2019 | $3,092,000 | -1.6% | 59,172 | -1.5% | 0.71% | -22.9% |
| Q3 2019 | $3,141,000 | +11.0% | 60,074 | +8.8% | 0.92% | +15.1% |
| Q2 2019 | $2,829,000 | – | 55,211 | – | 0.80% | – |
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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% |