WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,169 | -11.1% | 5,059 | -10.5% | 0.00% | 0.0% |
| Q2 2023 | $263,517 | -8.5% | 5,651 | -7.4% | 0.00% | -20.0% |
| Q1 2023 | $287,846 | +1.2% | 6,102 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $284,319 | +1.2% | 6,093 | +0.1% | 0.01% | -28.6% |
| Q3 2022 | $281,000 | -2.8% | 6,085 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $289,000 | -1.7% | 6,078 | +0.1% | 0.01% | +16.7% |
| Q1 2022 | $294,000 | -4.2% | 6,073 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $307,000 | +5.1% | 6,068 | +6.0% | 0.01% | 0.0% |
| Q3 2021 | $292,000 | – | 5,724 | – | 0.01% | – |
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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% |