PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 40 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$33,349
+100957.6%
7070.0%0.01%0.0%
Q4 2022$33
-99.9%
7070.0%0.01%0.0%
Q3 2022$33,000
-2.9%
7070.0%0.01%0.0%
Q2 2022$34,0007070.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
KWB Wealth 262,974$13,530,0002.82%
PACIFIC CAPITAL WEALTH ADVISORS, INC 59,294$3,051,0001.73%
ProVise Management Group, LLC 96,373$4,958,0000.57%
Truadvice, LLC 17,446$897,0000.27%
Ahrens Investment Partners LLC 8,000$412,0000.22%
Insight Advisors, LLC/ PA 11,258$579,0000.22%
TrueWealth Advisors, LLC 4,321$222,0000.19%
Savant Capital, LLC 37,114$1,910,0000.11%
Retirement Group, LLC 4,402$226,0000.10%
OneDigital Investment Advisors LLC 36,308$1,868,0000.10%
View complete list of WISDOMTREE TR shareholders