WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 140 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. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |