WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 183 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $285,000 | -41.2% | 5,963 | -36.5% | 0.09% | -41.9% |
| Q4 2021 | $485,000 | -20.5% | 9,390 | -20.0% | 0.16% | -28.6% |
| Q3 2021 | $610,000 | -14.3% | 11,737 | -13.9% | 0.22% | -15.2% |
| Q2 2021 | $712,000 | -5.2% | 13,633 | -7.0% | 0.26% | -10.5% |
| Q1 2021 | $751,000 | -24.8% | 14,665 | -21.1% | 0.29% | -29.9% |
| Q4 2020 | $999,000 | -5.0% | 18,591 | -4.8% | 0.41% | -15.9% |
| Q3 2020 | $1,052,000 | -4.4% | 19,534 | -4.4% | 0.48% | -9.0% |
| Q2 2020 | $1,100,000 | -7.2% | 20,425 | -10.9% | 0.53% | -32.6% |
| Q1 2020 | $1,185,000 | -3.5% | 22,936 | -2.4% | 0.79% | -1.4% |
| Q4 2019 | $1,228,000 | – | 23,499 | – | 0.80% | – |
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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% |