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 2021 | $7,175,000 | +143.1% | 138,191 | +144.4% | 0.65% | +145.1% |
| Q2 2021 | $2,951,000 | -64.5% | 56,535 | -65.2% | 0.27% | -65.7% |
| Q1 2021 | $8,306,000 | -50.7% | 162,224 | -48.3% | 0.78% | -52.4% |
| Q4 2020 | $16,855,000 | -25.0% | 313,930 | -24.8% | 1.63% | -38.9% |
| Q3 2020 | $22,471,000 | -11.5% | 417,522 | -11.5% | 2.67% | -18.8% |
| Q2 2020 | $25,404,000 | +14.0% | 472,016 | +9.4% | 3.29% | -16.3% |
| Q1 2020 | $22,287,000 | -12.1% | 431,499 | -11.1% | 3.93% | +16.0% |
| Q4 2019 | $25,362,000 | +0.3% | 485,395 | +0.4% | 3.39% | -7.3% |
| Q3 2019 | $25,283,000 | +7.8% | 483,605 | +5.6% | 3.66% | +16.4% |
| Q2 2019 | $23,457,000 | +6.1% | 457,778 | +3.1% | 3.14% | -2.7% |
| Q1 2019 | $22,115,000 | +35.7% | 443,817 | +31.3% | 3.23% | +21.0% |
| Q4 2018 | $16,298,000 | +9.3% | 337,999 | +9.6% | 2.67% | +48.1% |
| Q3 2018 | $14,912,000 | +85.9% | 308,347 | +86.3% | 1.80% | +70.1% |
| Q2 2018 | $8,021,000 | +46.4% | 165,520 | +48.9% | 1.06% | +28.4% |
| Q1 2018 | $5,480,000 | – | 111,149 | – | 0.82% | – |
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% |