WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 174 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,023,397 | -3.9% | 582,481 | -2.9% | 5.40% | -3.7% |
| Q1 2024 | $26,040,984 | +9.9% | 600,023 | +11.5% | 5.61% | +4.4% |
| Q4 2023 | $23,691,139 | +0.4% | 538,190 | -5.3% | 5.38% | -7.6% |
| Q3 2023 | $23,588,849 | +5.2% | 568,269 | +9.2% | 5.82% | +9.5% |
| Q2 2023 | $22,419,973 | -1.4% | 520,306 | -0.1% | 5.31% | -7.1% |
| Q1 2023 | $22,744,849 | +8.2% | 520,596 | +5.6% | 5.72% | +4.3% |
| Q4 2022 | $21,030,508 | -0.1% | 493,095 | -1.1% | 5.48% | -7.4% |
| Q3 2022 | $21,057,000 | -4.5% | 498,734 | +1.1% | 5.92% | -1.1% |
| Q2 2022 | $22,060,000 | -7.3% | 493,402 | -0.8% | 5.98% | +2.1% |
| Q1 2022 | $23,807,000 | -33.2% | 497,542 | -27.9% | 5.86% | -31.2% |
| Q4 2021 | $35,643,000 | +3.9% | 689,687 | +4.4% | 8.52% | -3.0% |
| Q3 2021 | $34,295,000 | -0.0% | 660,527 | +0.5% | 8.78% | -3.6% |
| Q2 2021 | $34,299,000 | +2.1% | 657,067 | +0.2% | 9.11% | -0.8% |
| Q1 2021 | $33,583,000 | -2.4% | 655,915 | +2.4% | 9.18% | -2.6% |
| Q4 2020 | $34,403,000 | -8.5% | 640,764 | -8.3% | 9.43% | -17.0% |
| Q3 2020 | $37,589,000 | +2.0% | 698,427 | +2.1% | 11.35% | -12.6% |
| Q2 2020 | $36,834,000 | +4.6% | 684,386 | +0.4% | 12.99% | -12.5% |
| Q1 2020 | $35,203,000 | – | 681,578 | – | 14.85% | – |
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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% |