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 | $293,118 | -0.7% | 6,333 | 0.0% | 0.04% | +5.3% |
| Q2 2023 | $295,308 | +0.5% | 6,333 | +1.7% | 0.04% | 0.0% |
| Q1 2023 | $293,728 | +101536.0% | 6,227 | +0.6% | 0.04% | -2.6% |
| Q4 2022 | $289 | -99.9% | 6,187 | -3.4% | 0.04% | -9.3% |
| Q3 2022 | $296,000 | -3.0% | 6,402 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $305,000 | -20.4% | 6,402 | -19.0% | 0.04% | -4.5% |
| Q1 2022 | $383,000 | -4.0% | 7,903 | 0.0% | 0.04% | +7.3% |
| Q4 2021 | $399,000 | +5.6% | 7,903 | +6.8% | 0.04% | -2.4% |
| Q3 2021 | $378,000 | -11.1% | 7,403 | -11.1% | 0.04% | -10.6% |
| Q2 2021 | $425,000 | +6.0% | 8,323 | +5.8% | 0.05% | +2.2% |
| Q1 2021 | $401,000 | +20.1% | 7,867 | +21.2% | 0.05% | +17.9% |
| Q4 2020 | $334,000 | -3.7% | 6,492 | -3.7% | 0.04% | -15.2% |
| Q3 2020 | $347,000 | 0.0% | 6,741 | 0.0% | 0.05% | -6.1% |
| Q2 2020 | $347,000 | +22.6% | 6,741 | +19.4% | 0.05% | +4.3% |
| Q1 2020 | $283,000 | +10.1% | 5,648 | +10.8% | 0.05% | +42.4% |
| Q4 2019 | $257,000 | +12.2% | 5,099 | +12.1% | 0.03% | +6.5% |
| Q3 2019 | $229,000 | +397.8% | 4,547 | +393.7% | 0.03% | +416.7% |
| Q2 2019 | $46,000 | – | 921 | – | 0.01% | – |
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% |