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 ↓
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