WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 43 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KWB Wealth | 284,622 | $14,509,000 | 2.78% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 40,064 | $2,048,000 | 1.03% |
| ProVise Management Group, LLC | 94,914 | $4,851,000 | 0.50% |
| Insight Advisors, LLC/ PA | 11,653 | $599,000 | 0.19% |
| TrueWealth Advisors, LLC | 4,262 | $218,000 | 0.13% |
| Cetera Advisor Networks LLC | 149,292 | $7,630,000 | 0.11% |
| Savant Capital, LLC | 34,510 | $1,764,000 | 0.07% |
| OneDigital Investment Advisors LLC | 31,817 | $1,626,000 | 0.07% |
| McNamara Financial Services, Inc. | 4,487 | $229,000 | 0.06% |
| WEBSTER BANK, N. A. | 8,323 | $425,000 | 0.05% |