WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 40 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,275,319 | +2.6% | 92,371 | +3.4% | 0.00% | 0.0% |
| Q2 2023 | $4,165,730 | +0.3% | 89,336 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $4,154,869 | -11.0% | 88,083 | -11.9% | 0.00% | -25.0% |
| Q4 2022 | $4,668,083 | -5.3% | 100,034 | -6.1% | 0.00% | -20.0% |
| Q3 2022 | $4,928,000 | -9.6% | 106,572 | -7.0% | 0.01% | 0.0% |
| Q2 2022 | $5,453,000 | -9.6% | 114,617 | -7.9% | 0.01% | 0.0% |
| Q1 2022 | $6,030,000 | -14.5% | 124,391 | -10.9% | 0.01% | -16.7% |
| Q4 2021 | $7,053,000 | -47.4% | 139,615 | -46.9% | 0.01% | -53.8% |
| Q3 2021 | $13,400,000 | +17.1% | 262,701 | +17.4% | 0.01% | +8.3% |
| Q2 2021 | $11,439,000 | +3.5% | 223,818 | +3.2% | 0.01% | -7.7% |
| Q1 2021 | $11,057,000 | +13.3% | 216,914 | +14.3% | 0.01% | 0.0% |
| Q4 2020 | $9,763,000 | +42.6% | 189,766 | +42.8% | 0.01% | +18.2% |
| Q3 2020 | $6,848,000 | +17.0% | 132,863 | +16.9% | 0.01% | +10.0% |
| Q2 2020 | $5,853,000 | -29.0% | 113,607 | -31.0% | 0.01% | -44.4% |
| Q1 2020 | $8,246,000 | +966.8% | 164,551 | +970.7% | 0.02% | +1700.0% |
| Q4 2019 | $773,000 | – | 15,369 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,218,387 | $56,392,088 | 3.82% |
| HF Advisory Group, LLC | 37,768 | $1,744,442 | 1.29% |
| ProVise Management Group, LLC | 69,057 | $3,196,256 | 0.30% |
| INVENIO WEALTH PARTNERS LLC | 5,658 | $261,876 | 0.24% |
| Winch Advisory Services, LLC | 9,985 | $462 | 0.17% |
| Herold Advisors, Inc. | 9,772 | $452,307 | 0.14% |
| Insight Advisors, LLC/ PA | 11,152 | $516,162 | 0.12% |
| Claro Advisors LLC | 6,868 | $317,880 | 0.08% |
| Strategic Financial Concepts, LLC | 4,747 | $219,711 | 0.07% |
| Team Financial Group, LLC | 1,861 | $86,135 | 0.07% |