WISDOMTREE TR's ticker is AGGY and the CUSIP is 97717X511. A total of 129 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $254,000 | -16.7% | 5,316 | -10.1% | 0.17% | -22.1% |
| Q4 2021 | $305,000 | -31.0% | 5,911 | -30.5% | 0.22% | -31.7% |
| Q3 2021 | $442,000 | 0.0% | 8,509 | +0.4% | 0.32% | +1.9% |
| Q2 2021 | $442,000 | -6.6% | 8,475 | -8.3% | 0.32% | -17.8% |
| Q1 2021 | $473,000 | -37.6% | 9,239 | -34.6% | 0.39% | -39.3% |
| Q4 2020 | $758,000 | -94.8% | 14,124 | -94.8% | 0.64% | -94.8% |
| Q3 2020 | $14,717,000 | +0.9% | 273,447 | +0.9% | 12.21% | -2.6% |
| Q2 2020 | $14,584,000 | +6.1% | 270,972 | +1.8% | 12.54% | -20.4% |
| Q1 2020 | $13,743,000 | -0.2% | 266,081 | +0.9% | 15.76% | +45.0% |
| Q4 2019 | $13,776,000 | +0.4% | 263,661 | +0.5% | 10.87% | -11.1% |
| Q3 2019 | $13,717,000 | +36.7% | 262,369 | +33.9% | 12.23% | +42.7% |
| Q2 2019 | $10,037,000 | -27.2% | 195,888 | -29.2% | 8.58% | -33.1% |
| Q1 2019 | $13,778,000 | +74.4% | 276,493 | +68.7% | 12.82% | +51.1% |
| Q4 2018 | $7,901,000 | -1.3% | 163,857 | -1.0% | 8.48% | +19.1% |
| Q3 2018 | $8,003,000 | +3.0% | 165,483 | +3.2% | 7.12% | -1.0% |
| Q2 2018 | $7,772,000 | +0.4% | 160,383 | +2.1% | 7.19% | -3.6% |
| Q1 2018 | $7,742,000 | – | 157,043 | – | 7.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 934,081 | $50,151,000 | 23.37% |
| Echo Wealth Management, LLC | 155,345 | $8,340,000 | 10.91% |
| HORIZON FINANCIAL SERVICES, LLC | 223,979 | $12,025,000 | 10.90% |
| Leicht Financial Planning & Wealth Management, Inc. | 284,429 | $15,262,000 | 10.34% |
| Prestige Wealth Management Group LLC | 640,764 | $34,403,000 | 9.43% |
| Private Wealth Strategies, L.L.C. | 425,609 | $22,851,000 | 6.92% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 116,733 | $6,267,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 418,423 | $22,465,000 | 2.98% |
| KWB Wealth | 247,374 | $13,282,000 | 2.76% |
| RFG Advisory, LLC | 376,004 | $19,977,000 | 2.62% |