WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 34 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,066,000 | +15.0% | 44,671 | +18.4% | 0.06% | +18.5% |
| Q2 2022 | $1,796,000 | +27.7% | 37,742 | +30.1% | 0.05% | +17.4% |
| Q1 2022 | $1,406,000 | -9.6% | 29,004 | -5.8% | 0.05% | -8.0% |
| Q4 2021 | $1,555,000 | -8.5% | 30,786 | -7.6% | 0.05% | -19.4% |
| Q3 2021 | $1,700,000 | -3.6% | 33,323 | -3.4% | 0.06% | -12.7% |
| Q2 2021 | $1,764,000 | -4.3% | 34,510 | -4.6% | 0.07% | -28.3% |
| Q1 2021 | $1,844,000 | -3.5% | 36,167 | -2.6% | 0.10% | -10.8% |
| Q4 2020 | $1,910,000 | -23.9% | 37,114 | -23.8% | 0.11% | -35.5% |
| Q3 2020 | $2,511,000 | -3.4% | 48,718 | -3.4% | 0.17% | -12.7% |
| Q2 2020 | $2,599,000 | +23.6% | 50,437 | +20.2% | 0.20% | -1.5% |
| Q1 2020 | $2,103,000 | +94.5% | 41,966 | +95.3% | 0.20% | +50.4% |
| Q4 2019 | $1,081,000 | – | 21,493 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,770 | $1,750,000 | 0.48% |
| ProVise Management Group, LLC | 79,127 | $3,765,000 | 0.40% |
| Goodman Advisory Group, LLC | 15,123 | $720,000 | 0.32% |
| THEORY FINANCIAL LLC | 7,290 | $349,000 | 0.25% |
| Insight Advisors, LLC/ PA | 10,983 | $527,000 | 0.18% |
| Sequoia Financial Advisors, LLC | 114,317 | $5,442,000 | 0.15% |
| Winch Advisory Services, LLC | 6,417 | $305,000 | 0.12% |
| Trilogy Capital Inc. | 25,601 | $1,218,000 | 0.11% |
| Cetera Advisor Networks LLC | 167,487 | $7,969,000 | 0.10% |
| Mutual Advisors, LLC | 24,764 | $1,178,000 | 0.08% |