WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 43 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,670 | -72.1% | 10,450 | -71.9% | 0.00% | – |
| Q2 2023 | $1,731,885 | -25.3% | 37,141 | -24.4% | 0.00% | -100.0% |
| Q1 2023 | $2,317,132 | +660.9% | 49,123 | +652.7% | 0.00% | – |
| Q4 2022 | $304,536 | -84.6% | 6,526 | -84.3% | 0.00% | -100.0% |
| Q2 2022 | $1,981,000 | +19.9% | 41,644 | +22.2% | 0.00% | – |
| Q1 2022 | $1,652,000 | -79.7% | 34,082 | -78.9% | 0.00% | -100.0% |
| Q4 2021 | $8,142,000 | +103.5% | 161,166 | +105.5% | 0.00% | +100.0% |
| Q3 2021 | $4,001,000 | -2.4% | 78,444 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $4,099,000 | +146.9% | 80,202 | +146.3% | 0.00% | – |
| Q1 2021 | $1,660,000 | -42.8% | 32,567 | -42.2% | 0.00% | -100.0% |
| Q4 2020 | $2,900,000 | +272.8% | 56,371 | +263.2% | 0.00% | – |
| Q1 2020 | $778,000 | -63.6% | 15,522 | -63.5% | 0.00% | -100.0% |
| Q4 2019 | $2,137,000 | -62.3% | 42,473 | -62.2% | 0.00% | -66.7% |
| Q3 2019 | $5,665,000 | +0.1% | 112,440 | -0.1% | 0.00% | 0.0% |
| Q2 2019 | $5,660,000 | +932.8% | 112,583 | +920.1% | 0.00% | – |
| Q1 2019 | $548,000 | – | 11,037 | – | 0.00% | – |
Download | ||||||
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% |