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 | $206,329 | -99.1% | 4,838 | -99.1% | 0.06% | -99.2% |
| Q2 2022 | $23,241,000 | -12.5% | 519,642 | -6.4% | 6.47% | -1.2% |
| Q1 2022 | $26,558,000 | -8.4% | 555,207 | -1.0% | 6.55% | -2.0% |
| Q4 2021 | $29,004,000 | -1.3% | 561,096 | -0.8% | 6.69% | -9.2% |
| Q3 2021 | $29,381,000 | +3.3% | 565,792 | +3.8% | 7.36% | +0.4% |
| Q2 2021 | $28,448,000 | +6.3% | 544,983 | +4.3% | 7.34% | -1.0% |
| Q1 2021 | $26,756,000 | +17.1% | 522,564 | +22.8% | 7.41% | +7.1% |
| Q4 2020 | $22,851,000 | +9.8% | 425,609 | +10.1% | 6.92% | -5.1% |
| Q3 2020 | $20,809,000 | +17.7% | 386,659 | +17.7% | 7.29% | -6.9% |
| Q2 2020 | $17,682,000 | -5.8% | 328,530 | -9.6% | 7.83% | -16.3% |
| Q1 2020 | $18,766,000 | -2.4% | 363,371 | -1.3% | 9.36% | +22.0% |
| Q4 2019 | $19,229,000 | – | 368,026 | – | 7.67% | – |
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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% |