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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,250,032 | +170.0% | 30,114 | +180.3% | 0.01% | +140.0% |
| Q2 2023 | $462,959 | +61.4% | 10,744 | +63.7% | 0.01% | +66.7% |
| Q1 2023 | $286,774 | -17.4% | 6,564 | -19.4% | 0.00% | 0.0% |
| Q4 2022 | $347,171 | -99.9% | 8,140 | -57.1% | 0.00% | -25.0% |
| Q3 2022 | $401,401,000 | +94570.0% | 18,972 | +100.1% | 0.00% | 0.0% |
| Q2 2022 | $424,000 | -66.8% | 9,479 | -64.5% | 0.00% | -69.2% |
| Q1 2022 | $1,276,000 | -9.1% | 26,670 | -1.8% | 0.01% | -7.1% |
| Q4 2021 | $1,404,000 | -9.7% | 27,162 | -9.3% | 0.01% | -12.5% |
| Q3 2021 | $1,555,000 | -10.6% | 29,957 | -10.1% | 0.02% | -20.0% |
| Q2 2021 | $1,739,000 | -73.6% | 33,309 | -74.1% | 0.02% | -76.2% |
| Q1 2021 | $6,594,000 | -8.0% | 128,790 | -3.6% | 0.08% | +1.2% |
| Q4 2020 | $7,165,000 | -99.8% | 133,599 | +59.1% | 0.08% | -1.2% |
| Q3 2020 | $4,518,000,000 | – | 83,950 | – | 0.08% | – |
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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% |