WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 36 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KWB Wealth | 284,622 | $14,509,000 | 2.78% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 40,064 | $2,048,000 | 1.03% |
| ProVise Management Group, LLC | 94,914 | $4,851,000 | 0.50% |
| Insight Advisors, LLC/ PA | 11,653 | $599,000 | 0.19% |
| TrueWealth Advisors, LLC | 4,262 | $218,000 | 0.13% |
| Cetera Advisor Networks LLC | 149,292 | $7,630,000 | 0.11% |
| Savant Capital, LLC | 34,510 | $1,764,000 | 0.07% |
| OneDigital Investment Advisors LLC | 31,817 | $1,626,000 | 0.07% |
| McNamara Financial Services, Inc. | 4,487 | $229,000 | 0.06% |
| WEBSTER BANK, N. A. | 8,323 | $425,000 | 0.05% |