CBIZ Investment Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 141 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$14,000
-51.7%
404
-23.6%
0.00%
-66.7%
Q3 2020$29,000
+3.6%
5290.0%0.00%0.0%
Q2 2020$28,000
-46.2%
529
-47.2%
0.00%
-57.1%
Q1 2020$52,0000.0%1,0010.0%0.01%
+16.7%
Q4 2019$52,0001,0010.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
SimpliFi, Inc. 862,713$35,811,20617.65%
Prestige Wealth Management Group LLC 568,269$23,588,8495.82%
KLR INVESTMENT ADVISORS, LLC 112,849$4,930,3804.48%
INVENIO WEALTH PARTNERS LLC 67,602$2,806,1592.55%
Symphony Financial, Ltd. Co. 196,280$8,098,5031.98%
Trilogy Capital Inc. 604,662$25,099,5301.70%
Oxinas Partners Wealth Management LLC 47,620$1,976,6981.47%
Truadvice, LLC 83,896$3,493,4291.37%
3D/L Capital Management, LLC 98,592$4,092,5581.33%
My Legacy Advisors, LLC 72,432$2,945,8021.20%
View complete list of WISDOMTREE TR shareholders