CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 160 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$241,793
+37.0%
5,825
+42.2%
0.03%
+33.3%
Q2 2023$176,447
+180.7%
4,095
+184.6%
0.02%
+162.5%
Q1 2023$62,870
+4.7%
1,439
+2.2%
0.01%
-11.1%
Q4 2022$60,051
+900.8%
1,408
+845.0%
0.01%
+800.0%
Q3 2022$6,000
-14.3%
1490.0%0.00%0.0%
Q2 2022$7,000
-56.2%
149
-55.1%
0.00%
-50.0%
Q1 2022$16,000
-11.1%
332
-5.1%
0.00%
-33.3%
Q3 2021$18,000
-21.7%
350
-22.2%
0.00%
-25.0%
Q2 2021$23,0000.0%4500.0%0.00%0.0%
Q1 2021$23,000
-53.1%
450
-51.0%
0.00%
-60.0%
Q4 2020$49,000
+11.4%
919
+13.6%
0.01%
-9.1%
Q3 2020$44,000
-61.7%
809
-62.2%
0.01%
-68.6%
Q2 2020$115,000
+4.5%
2,1390.0%0.04%
-38.6%
Q1 2020$110,000
+746.2%
2,139
+755.6%
0.06%
+850.0%
Q4 2019$13,000
-51.9%
250
-51.0%
0.01%
-60.0%
Q3 2019$27,000
+107.7%
510
+104.0%
0.02%
+114.3%
Q2 2019$13,000
+8.3%
2500.0%0.01%0.0%
Q1 2019$12,0000.0%2500.0%0.01%
-22.2%
Q4 2018$12,0000.0%2500.0%0.01%
+28.6%
Q3 2018$12,0000.0%2500.0%0.01%0.0%
Q2 2018$12,0002500.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 262,369$13,717,00012.23%
3D ASSET MANAGEMENT, INC 805,693$42,122,00010.04%
COLTON GROOME FINANCIAL ADVISORS, LLC 171,524$8,890,0006.57%
AJ WEALTH STRATEGIES, LLC 598,135$31,270,0004.12%
ASHFORD CAPITAL MANAGEMENT INC 483,605$25,283,0003.66%
RFG Advisory, LLC 273,650$14,306,0002.85%
Mokosak Advisory Group, LLC 75,494$3,949,0002.61%
Surevest, LLC 101,122$5,287,0002.60%
StrategIQ Financial Group, LLC 151,792$7,936,0002.24%
PFS INVESTMENTS INC. 972,551$50,845,0002.18%
View complete list of WISDOMTREE TR shareholders