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 | $17,335 | +69.5% | 417,606 | +75.9% | 0.07% | +61.0% |
| Q2 2023 | $10,229 | +22.3% | 237,389 | +24.0% | 0.04% | +7.9% |
| Q1 2023 | $8,363 | +29.2% | 191,415 | +26.1% | 0.04% | +18.8% |
| Q4 2022 | $6,474 | -99.9% | 151,784 | -15.8% | 0.03% | -28.9% |
| Q3 2022 | $7,608,000 | -29.7% | 180,206 | -25.5% | 0.04% | -31.8% |
| Q2 2022 | $10,822,000 | -17.5% | 242,045 | -11.7% | 0.07% | -14.3% |
| Q1 2022 | $13,116,000 | -14.3% | 274,109 | -7.4% | 0.08% | -18.1% |
| Q4 2021 | $15,296,000 | -2.1% | 295,967 | -1.6% | 0.09% | -13.8% |
| Q3 2021 | $15,622,000 | +271.2% | 300,877 | +273.3% | 0.11% | +240.6% |
| Q2 2021 | $4,208,000 | +30.5% | 80,605 | +28.0% | 0.03% | +10.3% |
| Q1 2021 | $3,225,000 | +11.4% | 62,989 | +16.8% | 0.03% | -19.4% |
| Q4 2020 | $2,895,000 | +71.1% | 53,924 | +71.5% | 0.04% | +44.0% |
| Q3 2020 | $1,692,000 | – | 31,436 | – | 0.02% | – |
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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% |