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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,359,000 | +18.0% | 49,298 | +27.5% | 0.46% | +34.3% |
| Q4 2021 | $1,999,000 | +526.6% | 38,680 | +528.9% | 0.34% | +398.6% |
| Q3 2021 | $319,000 | +17.3% | 6,150 | +17.9% | 0.07% | +15.0% |
| Q2 2021 | $272,000 | -88.5% | 5,217 | -88.2% | 0.06% | -91.3% |
| Q4 2020 | $2,367,000 | -13.0% | 44,090 | -12.8% | 0.69% | -24.5% |
| Q3 2020 | $2,721,000 | -43.8% | 50,569 | -43.8% | 0.91% | -26.9% |
| Q2 2020 | $4,845,000 | +69114.3% | 90,035 | +70793.7% | 1.24% | +41333.3% |
| Q1 2020 | $7,000 | – | 127 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |