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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,399,874 | -0.3% | 32,041 | -2.7% | 0.36% | -0.8% |
| Q4 2022 | $1,404,767 | -18.3% | 32,937 | -19.1% | 0.36% | -22.4% |
| Q3 2022 | $1,719,000 | -7.7% | 40,711 | -2.3% | 0.47% | -9.3% |
| Q2 2022 | $1,863,000 | -7.0% | 41,658 | -0.5% | 0.52% | -9.8% |
| Q1 2022 | $2,003,000 | -8.4% | 41,862 | -1.1% | 0.57% | -9.2% |
| Q4 2021 | $2,187,000 | -8.8% | 42,309 | -8.4% | 0.63% | -17.2% |
| Q3 2021 | $2,397,000 | -0.9% | 46,170 | -0.3% | 0.76% | -37.5% |
| Q2 2021 | $2,419,000 | -3.6% | 46,332 | -5.5% | 1.22% | -12.9% |
| Q1 2021 | $2,510,000 | -12.1% | 49,017 | -7.9% | 1.40% | -13.9% |
| Q4 2020 | $2,857,000 | +5.8% | 53,210 | +6.1% | 1.62% | +1.2% |
| Q3 2020 | $2,700,000 | +15.1% | 50,171 | +15.1% | 1.60% | +0.8% |
| Q2 2020 | $2,346,000 | +15.5% | 43,595 | +10.9% | 1.59% | +3.7% |
| Q1 2020 | $2,031,000 | -10.1% | 39,313 | -9.0% | 1.54% | +1.9% |
| Q4 2019 | $2,258,000 | – | 43,208 | – | 1.51% | – |
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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% |