WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 25 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $245,000 | -17.8% | 4,763 | -17.5% | 0.00% | – |
| Q3 2020 | $298,000 | -18.1% | 5,772 | -18.3% | 0.00% | – |
| Q2 2020 | $364,000 | -2.2% | 7,065 | -4.8% | 0.00% | – |
| Q1 2020 | $372,000 | -25.0% | 7,422 | -24.7% | 0.00% | -100.0% |
| Q4 2019 | $496,000 | -22.6% | 9,860 | -22.5% | 0.00% | 0.0% |
| Q3 2019 | $641,000 | -32.2% | 12,726 | -32.4% | 0.00% | 0.0% |
| Q2 2019 | $946,000 | -20.3% | 18,818 | -21.2% | 0.00% | -50.0% |
| Q1 2019 | $1,187,000 | -89.4% | 23,891 | -89.5% | 0.00% | -88.2% |
| Q4 2018 | $11,148,000 | +1092.3% | 228,120 | +1091.1% | 0.02% | +750.0% |
| Q3 2018 | $935,000 | – | 19,152 | – | 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% |