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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -71.5% | 4,154 | -71.4% | 0.00% | -100.0% |
| Q3 2021 | $755,000 | -2.7% | 14,542 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $776,000 | -42.4% | 14,875 | -43.5% | 0.00% | -50.0% |
| Q1 2021 | $1,348,000 | -21.1% | 26,323 | -17.3% | 0.00% | -33.3% |
| Q4 2020 | $1,709,000 | -34.7% | 31,838 | -34.5% | 0.00% | -50.0% |
| Q3 2020 | $2,618,000 | +0.5% | 48,643 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $2,606,000 | +30.8% | 48,427 | +25.5% | 0.01% | +20.0% |
| Q1 2020 | $1,993,000 | -2.5% | 38,592 | -1.4% | 0.01% | +25.0% |
| Q4 2019 | $2,044,000 | – | 39,123 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 256,014 | $13,292,000 | 12.13% |
| Prestige Wealth Management Group LLC | 660,527 | $34,295,000 | 8.78% |
| Private Wealth Strategies, L.L.C. | 565,792 | $29,381,000 | 7.36% |
| Echo Wealth Management, LLC | 115,247 | $5,953,000 | 7.05% |
| Leicht Financial Planning & Wealth Management, Inc. | 153,580 | $8,106,000 | 4.87% |
| RFG Advisory, LLC | 991,776 | $51,493,000 | 4.23% |
| Cardan Capital Partners, LLC | 579,760 | $30,101,000 | 3.37% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 133,304 | $6,921,000 | 3.01% |
| KWB Wealth | 274,850 | $14,270,000 | 2.54% |
| Golden State Equity Partners | 101,239 | $5,256,000 | 2.14% |