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 | $1,888,000 | +6.5% | 36,359 | +456.8% | 0.09% | +2.4% |
| Q2 2021 | $1,772,000 | -99.5% | 6,530 | +3.6% | 0.08% | +203.6% |
| Q1 2021 | $322,730,000 | +26816.6% | 6,303 | -71.8% | 0.03% | -88.0% |
| Q4 2020 | $1,199,000 | +223.2% | 22,333 | +210.7% | 0.23% | +294.9% |
| Q1 2020 | $371,000 | +6083.3% | 7,188 | +6096.6% | 0.06% | +5800.0% |
| Q4 2019 | $6,000 | -80.6% | 116 | -80.6% | 0.00% | -83.3% |
| Q3 2019 | $31,000 | -97.3% | 599 | -97.4% | 0.01% | -97.1% |
| Q1 2019 | $1,134,000 | +1889.5% | 22,755 | +1831.7% | 0.21% | +1650.0% |
| Q4 2018 | $57,000 | – | 1,178 | – | 0.01% | – |
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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% |