WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 174 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $457 | +14.0% | 10,643 | +15.1% | 0.00% | 0.0% |
| Q1 2024 | $401 | -3.1% | 9,244 | -1.8% | 0.00% | 0.0% |
| Q4 2023 | $414 | +33.5% | 9,411 | +25.9% | 0.00% | 0.0% |
| Q3 2023 | $310 | +18.3% | 7,477 | +22.8% | 0.00% | 0.0% |
| Q2 2023 | $262 | -9.7% | 6,089 | -8.6% | 0.00% | 0.0% |
| Q1 2023 | $290 | -33.2% | 6,659 | -34.7% | 0.00% | 0.0% |
| Q4 2022 | $434 | -99.9% | 10,190 | -7.7% | 0.00% | 0.0% |
| Q3 2022 | $465,000 | +28.1% | 11,037 | +45.3% | 0.00% | 0.0% |
| Q1 2022 | $363,000 | -28.5% | 7,596 | -22.8% | 0.00% | 0.0% |
| Q4 2021 | $508,000 | +0.2% | 9,838 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $507,000 | +10.9% | 9,767 | +11.4% | 0.00% | 0.0% |
| Q2 2021 | $457,000 | -17.5% | 8,765 | -19.1% | 0.00% | -50.0% |
| Q1 2021 | $554,000 | -14.8% | 10,839 | -10.5% | 0.00% | 0.0% |
| Q4 2020 | $650,000 | +57.0% | 12,113 | +57.5% | 0.00% | +100.0% |
| Q3 2020 | $414,000 | +98.1% | 7,692 | +97.4% | 0.00% | 0.0% |
| Q2 2020 | $209,000 | +4.0% | 3,896 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $201,000 | -28.0% | 3,896 | -31.2% | 0.00% | -50.0% |
| Q1 2018 | $279,000 | 0.0% | 5,665 | +2.8% | 0.00% | 0.0% |
| Q4 2017 | $279,000 | – | 5,510 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 841,265 | $36,140,763 | 16.69% |
| Schwallier Wealth Management LLC | 240,950 | $10,351,192 | 8.41% |
| Prestige Wealth Management Group LLC | 582,481 | $25,023,397 | 5.40% |
| INVENIO WEALTH PARTNERS LLC | 218,036 | $9,366,827 | 4.64% |
| Symphony Financial, Ltd. Co. | 335,278 | $14,460,526 | 2.64% |
| Oxinas Partners Wealth Management LLC | 81,890 | $3,517,998 | 2.34% |
| GSB Wealth Management, LLC | 149,281 | $6,413,108 | 1.75% |
| Trilogy Capital Inc. | 748,035 | $32,135,567 | 1.74% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 70,842 | $3,043,372 | 1.60% |
| Smartleaf Asset Management LLC | 195,085 | $8,414,016 | 1.38% |