WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 147 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $151,000 | -91.6% | 2,811 | -91.8% | 0.08% | -94.8% |
| Q4 2019 | $1,797,000 | +21.3% | 34,235 | +20.8% | 1.59% | +2.1% |
| Q3 2019 | $1,482,000 | +7.5% | 28,351 | +5.3% | 1.55% | -1.9% |
| Q2 2019 | $1,379,000 | +6.9% | 26,916 | +3.9% | 1.58% | -6.9% |
| Q1 2019 | $1,290,000 | -76.1% | 25,895 | -76.5% | 1.70% | -65.8% |
| Q4 2018 | $5,398,000 | – | 110,419 | – | 4.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 519,642 | $23,241,000 | 6.47% |
| Prestige Wealth Management Group LLC | 493,402 | $22,060,000 | 5.98% |
| RFG Advisory, LLC | 1,835,146 | $83,554,000 | 4.83% |
| Leicht Financial Planning & Wealth Management, Inc. | 155,309 | $6,944,000 | 4.70% |
| AJ WEALTH STRATEGIES, LLC | 1,877,112 | $83,926,000 | 4.42% |
| Trilogy Capital Inc. | 984,169 | $44,002,000 | 3.83% |
| KARLINSKI ANDREW C | 41,171 | $1,841,000 | 2.70% |
| KWB Wealth | 289,900 | $12,961,000 | 2.50% |
| Future Financial Wealth Managment LLC | 42,524 | $2,035,000 | 1.99% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 79,638 | $3,561,000 | 1.78% |