WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 165 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,871,418 | +1.0% | 67,325 | -0.0% | 1.30% | -8.6% |
| Q3 2022 | $2,843,000 | +1.9% | 67,331 | +8.0% | 1.42% | +7.6% |
| Q2 2022 | $2,789,000 | +6.5% | 62,371 | +13.9% | 1.32% | +17.7% |
| Q1 2022 | $2,620,000 | +14.0% | 54,749 | +23.1% | 1.12% | -5.9% |
| Q4 2021 | $2,298,000 | +5.4% | 44,470 | +5.9% | 1.20% | -2.8% |
| Q3 2021 | $2,180,000 | -7.4% | 41,982 | -6.9% | 1.23% | -4.7% |
| Q2 2021 | $2,353,000 | +16.7% | 45,070 | +14.5% | 1.29% | +1.3% |
| Q1 2021 | $2,016,000 | -3.4% | 39,367 | +1.2% | 1.27% | -9.1% |
| Q4 2020 | $2,088,000 | -29.1% | 38,895 | -28.9% | 1.40% | -39.6% |
| Q3 2020 | $2,945,000 | +14.1% | 54,711 | +14.1% | 2.32% | +4.0% |
| Q2 2020 | $2,581,000 | +47.7% | 47,965 | +41.7% | 2.23% | +27.9% |
| Q1 2020 | $1,748,000 | -5.0% | 33,840 | -3.9% | 1.74% | +7.3% |
| Q4 2019 | $1,840,000 | – | 35,223 | – | 1.62% | – |
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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% |