WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 42 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $33,000 | -17.5% | 705 | -17.5% | 0.00% | – |
| Q1 2024 | $40,000 | +207.7% | 855 | +200.0% | 0.00% | – |
| Q4 2023 | $13,000 | 0.0% | 285 | 0.0% | 0.00% | – |
| 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. | 36,698 | $1,697,000 | 0.46% |
| ProVise Management Group, LLC | 78,737 | $3,641,000 | 0.41% |
| Goodman Advisory Group, LLC | 11,897 | $550,000 | 0.30% |
| Insight Advisors, LLC/ PA | 11,426 | $528,000 | 0.21% |
| Winch Advisory Services, LLC | 7,724 | $357,000 | 0.15% |
| Sequoia Financial Advisors, LLC | 84,848 | $3,924,000 | 0.12% |
| Trilogy Capital Inc. | 28,440 | $1,315,000 | 0.12% |
| Mutual Advisors, LLC | 29,981 | $1,386,000 | 0.07% |
| Savant Capital, LLC | 44,671 | $2,066,000 | 0.06% |
| Private Advisor Group, LLC | 98,220 | $4,542,000 | 0.05% |