WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 25 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,000 | 0.0% | 285 | 0.0% | 0.00% | – |
| Q2 2023 | $13,000 | 0.0% | 285 | 0.0% | 0.00% | – |
| Q1 2023 | $13,000 | 0.0% | 285 | 0.0% | 0.00% | – |
| Q4 2022 | $13,000 | 0.0% | 285 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 285 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -44.0% | 285 | -45.4% | 0.00% | – |
| Q1 2022 | $25,000 | -3.8% | 522 | 0.0% | 0.00% | – |
| Q4 2021 | $26,000 | +44.4% | 522 | +46.2% | 0.00% | – |
| Q4 2020 | $18,000 | 0.0% | 357 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | 0.0% | 357 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | 0.0% | 357 | 0.0% | 0.00% | – |
| Q1 2020 | $18,000 | 0.0% | 357 | 0.0% | 0.00% | – |
| Q4 2019 | $18,000 | 0.0% | 357 | 0.0% | 0.00% | – |
| Q3 2019 | $18,000 | -52.6% | 357 | -53.0% | 0.00% | – |
| Q2 2019 | $38,000 | +90.0% | 760 | +85.8% | 0.00% | – |
| Q1 2019 | $20,000 | 0.0% | 409 | 0.0% | 0.00% | – |
| Q4 2018 | $20,000 | – | 409 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,218,387 | $56,392,088 | 3.82% |
| HF Advisory Group, LLC | 37,768 | $1,744,442 | 1.29% |
| ProVise Management Group, LLC | 69,057 | $3,196,256 | 0.30% |
| INVENIO WEALTH PARTNERS LLC | 5,658 | $261,876 | 0.24% |
| Winch Advisory Services, LLC | 9,985 | $462 | 0.17% |
| Herold Advisors, Inc. | 9,772 | $452,307 | 0.14% |
| Insight Advisors, LLC/ PA | 11,152 | $516,162 | 0.12% |
| Claro Advisors LLC | 6,868 | $317,880 | 0.08% |
| Strategic Financial Concepts, LLC | 4,747 | $219,711 | 0.07% |
| Team Financial Group, LLC | 1,861 | $86,135 | 0.07% |