WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 172 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $94,000 | -13.8% | 1,957 | -6.9% | 0.04% | -12.0% |
| Q4 2021 | $109,000 | +13.5% | 2,101 | +13.4% | 0.05% | +2.0% |
| Q3 2021 | $96,000 | +108.7% | 1,853 | +112.0% | 0.05% | +113.0% |
| Q2 2021 | $46,000 | +15.0% | 874 | +12.6% | 0.02% | +4.5% |
| Q1 2021 | $40,000 | -33.3% | 776 | -30.4% | 0.02% | -33.3% |
| Q4 2020 | $60,000 | +25.0% | 1,115 | +25.3% | 0.03% | +13.8% |
| Q3 2020 | $48,000 | +14.3% | 890 | +15.1% | 0.03% | +11.5% |
| Q2 2020 | $42,000 | +7.7% | 773 | +2.4% | 0.03% | -10.3% |
| Q1 2020 | $39,000 | +56.0% | 755 | +58.6% | 0.03% | +26.1% |
| Q4 2019 | $25,000 | – | 476 | – | 0.02% | – |
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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% |