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 | $946,428 | -3.5% | 22,800 | +0.2% | 0.22% | -1.4% |
| Q2 2023 | $980,944 | -1.8% | 22,765 | -0.4% | 0.22% | -6.8% |
| Q1 2023 | $998,666 | +14.2% | 22,858 | +12.1% | 0.24% | -23.2% |
| Q4 2022 | $874,146 | +2.6% | 20,393 | +1.0% | 0.31% | -8.7% |
| Q3 2022 | $852,000 | -14.6% | 20,185 | -7.0% | 0.34% | -0.9% |
| Q2 2022 | $998,000 | -36.3% | 21,708 | -33.7% | 0.34% | -28.1% |
| Q1 2022 | $1,567,000 | -30.7% | 32,739 | -25.1% | 0.47% | -29.4% |
| Q4 2021 | $2,260,000 | -2.8% | 43,738 | -2.1% | 0.67% | -4.0% |
| Q3 2021 | $2,325,000 | +5.3% | 44,672 | +7.1% | 0.69% | +0.1% |
| Q2 2021 | $2,208,000 | +14.3% | 41,708 | +11.6% | 0.69% | +13.2% |
| Q1 2021 | $1,932,000 | +6.6% | 37,382 | +10.8% | 0.61% | -10.7% |
| Q4 2020 | $1,812,000 | – | 33,749 | – | 0.68% | – |
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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% |