WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 128 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $205,410 | 0.0% | 4,767 | 0.0% | 0.05% | +4.4% |
Q2 2023 | $205,410 | -3.4% | 4,767 | -2.1% | 0.04% | -13.5% |
Q1 2023 | $212,639 | -10.5% | 4,867 | -12.7% | 0.05% | -10.3% |
Q4 2022 | $237,646 | -11.7% | 5,572 | -12.6% | 0.06% | -18.3% |
Q3 2022 | $269,000 | -29.4% | 6,372 | -24.6% | 0.07% | -23.7% |
Q2 2022 | $381,000 | -7.3% | 8,447 | -1.7% | 0.09% | +13.4% |
Q1 2022 | $411,000 | -9.7% | 8,597 | -2.4% | 0.08% | -18.0% |
Q4 2021 | $455,000 | -1.7% | 8,807 | -1.2% | 0.10% | -8.3% |
Q3 2021 | $463,000 | +4.3% | 8,917 | +4.8% | 0.11% | +3.8% |
Q2 2021 | $444,000 | -1.1% | 8,512 | -3.0% | 0.10% | -11.0% |
Q1 2021 | $449,000 | -1.1% | 8,772 | +3.7% | 0.12% | -8.5% |
Q4 2020 | $454,000 | -3.6% | 8,460 | -3.3% | 0.13% | -18.4% |
Q3 2020 | $471,000 | -74.7% | 8,752 | -74.7% | 0.16% | -74.2% |
Q2 2020 | $1,859,000 | +6.7% | 34,536 | +2.4% | 0.61% | -18.2% |
Q1 2020 | $1,742,000 | +10.7% | 33,729 | +11.7% | 0.75% | +74.0% |
Q4 2019 | $1,574,000 | +33.3% | 30,187 | +33.2% | 0.43% | +34.0% |
Q3 2019 | $1,181,000 | +13.3% | 22,661 | +11.3% | 0.32% | +11.1% |
Q2 2019 | $1,042,000 | +33.1% | 20,354 | +29.4% | 0.29% | -19.0% |
Q1 2019 | $783,000 | – | 15,734 | – | 0.36% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SimpliFi, Inc. | 862,713 | $35,811,206 | 17.65% |
Prestige Wealth Management Group LLC | 568,269 | $23,588,849 | 5.82% |
KLR INVESTMENT ADVISORS, LLC | 112,849 | $4,930,380 | 4.48% |
INVENIO WEALTH PARTNERS LLC | 67,602 | $2,806,159 | 2.55% |
Symphony Financial, Ltd. Co. | 196,280 | $8,098,503 | 1.98% |
Trilogy Capital Inc. | 604,662 | $25,099,530 | 1.70% |
Oxinas Partners Wealth Management LLC | 47,620 | $1,976,698 | 1.47% |
Truadvice, LLC | 83,896 | $3,493,429 | 1.37% |
3D/L Capital Management, LLC | 98,592 | $4,092,558 | 1.33% |
My Legacy Advisors, LLC | 72,432 | $2,945,802 | 1.20% |