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 2020 | $109,000 | -44.1% | 2,020 | -44.3% | 0.02% | -48.3% |
| Q2 2020 | $195,000 | +2.6% | 3,627 | -1.5% | 0.03% | -23.7% |
| Q1 2020 | $190,000 | -13.6% | 3,682 | -12.4% | 0.04% | +22.6% |
| Q4 2019 | $220,000 | -4.8% | 4,202 | -4.8% | 0.03% | -13.9% |
| Q3 2019 | $231,000 | -12.5% | 4,413 | -14.3% | 0.04% | -14.3% |
| Q2 2019 | $264,000 | -94.9% | 5,150 | +1903.9% | 0.04% | +40.0% |
| Q1 2019 | $5,150,000 | +15047.1% | 257 | -84.2% | 0.03% | -87.7% |
| Q4 2018 | $34,000 | -98.5% | 1,626 | +3513.3% | 0.24% | -38.5% |
| Q3 2018 | $2,196,000 | +9.0% | 45 | -99.9% | 0.40% | +42.8% |
| Q2 2018 | $2,015,000 | +29.5% | 41,572 | +31.7% | 0.28% | -23.8% |
| Q1 2018 | $1,556,000 | – | 31,572 | – | 0.36% | – |
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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% |