Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 33 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$246,000
-0.8%
4,8200.0%0.00%
-100.0%
Q4 2020$248,0000.0%4,8200.0%0.00%0.0%
Q3 2020$248,0004,8200.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
KWB Wealth 284,622$14,509,0002.78%
PACIFIC CAPITAL WEALTH ADVISORS, INC 40,064$2,048,0001.03%
ProVise Management Group, LLC 94,914$4,851,0000.50%
Insight Advisors, LLC/ PA 11,653$599,0000.19%
TrueWealth Advisors, LLC 4,262$218,0000.13%
Cetera Advisor Networks LLC 149,292$7,630,0000.11%
Savant Capital, LLC 34,510$1,764,0000.07%
OneDigital Investment Advisors LLC 31,817$1,626,0000.07%
McNamara Financial Services, Inc. 4,487$229,0000.06%
WEBSTER BANK, N. A. 8,323$425,0000.05%
View complete list of WISDOMTREE TR shareholders