WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 139 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,187 | +5.6% | 100,871 | +9.6% | 0.02% | +4.5% |
| Q2 2023 | $3,964 | +15.5% | 91,999 | +17.1% | 0.02% | -8.3% |
| Q1 2023 | $3,431 | -25.1% | 78,539 | -26.8% | 0.02% | -20.0% |
| Q4 2022 | $4,579 | -99.9% | 107,355 | +13.2% | 0.03% | 0.0% |
| Q3 2022 | $4,005,000 | +7.0% | 94,851 | +13.3% | 0.03% | +7.1% |
| Q2 2022 | $3,744,000 | -6.6% | 83,744 | -0.0% | 0.03% | 0.0% |
| Q1 2022 | $4,007,000 | +10.2% | 83,748 | +19.0% | 0.03% | +7.7% |
| Q4 2021 | $3,636,000 | +57.4% | 70,350 | +58.1% | 0.03% | +44.4% |
| Q3 2021 | $2,310,000 | +14.8% | 44,485 | +15.4% | 0.02% | +5.9% |
| Q2 2021 | $2,013,000 | +74.9% | 38,562 | +71.5% | 0.02% | +54.5% |
| Q1 2021 | $1,151,000 | +73.9% | 22,490 | +82.4% | 0.01% | +57.1% |
| Q4 2020 | $662,000 | -82.9% | 12,332 | -82.8% | 0.01% | -85.4% |
| Q3 2020 | $3,868,000 | +260.1% | 71,875 | +260.0% | 0.05% | +242.9% |
| Q2 2020 | $1,074,000 | -27.1% | 19,964 | -30.0% | 0.01% | -44.0% |
| Q1 2020 | $1,474,000 | +28.5% | 28,537 | +30.0% | 0.02% | +56.2% |
| Q4 2019 | $1,147,000 | +78.9% | 21,953 | +79.1% | 0.02% | +60.0% |
| Q3 2019 | $641,000 | – | 12,254 | – | 0.01% | – |
Download | ||||||
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% |