WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 33 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,196,256 | -2.6% | 69,057 | -1.9% | 0.30% | 0.0% |
Q2 2023 | $3,281,361 | -2.4% | 70,370 | -1.3% | 0.30% | -7.5% |
Q1 2023 | $3,361,814 | -3.5% | 71,270 | -4.5% | 0.32% | -9.1% |
Q4 2022 | $3,483,924 | -4.3% | 74,658 | -5.2% | 0.35% | -13.3% |
Q3 2022 | $3,641,000 | -3.3% | 78,737 | -0.5% | 0.41% | +1.2% |
Q2 2022 | $3,765,000 | -3.2% | 79,127 | -1.3% | 0.40% | +9.5% |
Q1 2022 | $3,888,000 | -17.7% | 80,191 | -14.2% | 0.37% | -14.3% |
Q4 2021 | $4,722,000 | -1.3% | 93,474 | -0.4% | 0.43% | -9.5% |
Q3 2021 | $4,785,000 | -1.4% | 93,809 | -1.2% | 0.47% | -4.4% |
Q2 2021 | $4,851,000 | -1.2% | 94,914 | -1.4% | 0.50% | -6.4% |
Q1 2021 | $4,908,000 | -1.0% | 96,280 | -0.1% | 0.53% | -7.5% |
Q4 2020 | $4,958,000 | +12.8% | 96,373 | +13.0% | 0.57% | -2.7% |
Q3 2020 | $4,397,000 | +92.9% | 85,297 | +92.8% | 0.59% | +79.8% |
Q2 2020 | $2,279,000 | +115.4% | 44,241 | +109.6% | 0.33% | +84.7% |
Q1 2020 | $1,058,000 | +31.9% | 21,111 | +32.5% | 0.18% | +78.8% |
Q4 2019 | $802,000 | +5.0% | 15,932 | +5.0% | 0.10% | -2.0% |
Q3 2019 | $764,000 | -36.8% | 15,171 | -36.9% | 0.10% | -37.7% |
Q2 2019 | $1,208,000 | – | 24,028 | – | 0.16% | – |
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% |