WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 40 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,770 | $1,750,000 | 0.48% |
| ProVise Management Group, LLC | 79,127 | $3,765,000 | 0.40% |
| Goodman Advisory Group, LLC | 15,123 | $720,000 | 0.32% |
| THEORY FINANCIAL LLC | 7,290 | $349,000 | 0.25% |
| Insight Advisors, LLC/ PA | 10,983 | $527,000 | 0.18% |
| Sequoia Financial Advisors, LLC | 114,317 | $5,442,000 | 0.15% |
| Winch Advisory Services, LLC | 6,417 | $305,000 | 0.12% |
| Trilogy Capital Inc. | 25,601 | $1,218,000 | 0.11% |
| Cetera Advisor Networks LLC | 167,487 | $7,969,000 | 0.10% |
| Mutual Advisors, LLC | 24,764 | $1,178,000 | 0.08% |