WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 21 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $3,000 | -91.2% | 563 | -17.6% | 0.00% | – |
Q3 2019 | $34,000 | +36.0% | 683 | +35.5% | 0.00% | – |
Q2 2019 | $25,000 | 0.0% | 504 | +1.4% | 0.00% | – |
Q1 2019 | $25,000 | 0.0% | 497 | 0.0% | 0.00% | – |
Q4 2018 | $25,000 | +13.6% | 497 | +11.7% | 0.00% | – |
Q3 2018 | $22,000 | +10.0% | 445 | +9.6% | 0.00% | – |
Q2 2018 | $20,000 | 0.0% | 406 | 0.0% | 0.00% | – |
Q1 2018 | $20,000 | – | 406 | – | 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% |