NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 24 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$288,000
+15.7%
5,635
+15.5%
0.03%
+3.0%
Q1 2021$249,000
+18.6%
4,880
+19.3%
0.03%
+13.8%
Q4 2020$210,000
+84.2%
4,090
+85.5%
0.03%
+61.1%
Q3 2020$114,000
+115.1%
2,205
+114.1%
0.02%
+100.0%
Q2 2020$53,0001,0300.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
PACIFIC CAPITAL WEALTH ADVISORS, INC 36,770$1,750,0000.48%
ProVise Management Group, LLC 79,127$3,765,0000.40%
Goodman Advisory Group, LLC 15,123$720,0000.32%
THEORY FINANCIAL LLC 7,290$349,0000.25%
Insight Advisors, LLC/ PA 10,983$527,0000.18%
Sequoia Financial Advisors, LLC 114,317$5,442,0000.15%
Winch Advisory Services, LLC 6,417$305,0000.12%
Trilogy Capital Inc. 25,601$1,218,0000.11%
Cetera Advisor Networks LLC 167,487$7,969,0000.10%
Mutual Advisors, LLC 24,764$1,178,0000.08%
View complete list of WISDOMTREE TR shareholders