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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $397,000 | +0.8% | 7,394 | +1.1% | 0.14% | -15.2% |
| Q3 2020 | $394,000 | +0.5% | 7,315 | +0.5% | 0.17% | -7.6% |
| Q2 2020 | $392,000 | +5.1% | 7,276 | +0.6% | 0.18% | -14.7% |
| Q1 2020 | $373,000 | +9.4% | 7,230 | +10.6% | 0.22% | +34.8% |
| Q4 2019 | $341,000 | +0.6% | 6,536 | +0.8% | 0.16% | -21.5% |
| Q3 2019 | $339,000 | +6.9% | 6,486 | +4.8% | 0.20% | -3.3% |
| Q2 2019 | $317,000 | +3.6% | 6,186 | +0.8% | 0.21% | +13.4% |
| Q1 2019 | $306,000 | – | 6,137 | – | 0.19% | – |
Download | ||||||
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% |