WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 33 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
THEORY FINANCIAL LLC | 256,582 | $12,439,000 | 8.24% |
Financial Planners of Cleveland, Inc. | 134,198 | $6,506,000 | 2.73% |
KWB Wealth | 82,988 | $4,193,000 | 0.70% |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,801 | $1,784,000 | 0.51% |
Shore Point Advisors, LLC | 9,139 | $443,000 | 0.38% |
ProVise Management Group, LLC | 80,191 | $3,888,000 | 0.37% |
Sequoia Financial Advisors, LLC | 184,318 | $8,936,000 | 0.22% |
Insight Advisors, LLC/ PA | 9,245 | $448,000 | 0.13% |
Cetera Advisor Networks LLC | 157,682 | $7,644,000 | 0.09% |
Winch Advisory Services, LLC | 5,377 | $261,000 | 0.09% |