WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 36 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,887,564 | -9.1% | 83,993 | -8.3% | 0.04% | -5.4% |
| Q2 2023 | $4,275,453 | -11.6% | 91,639 | -10.6% | 0.04% | -19.6% |
| Q1 2023 | $4,833,966 | +183.4% | 102,480 | +3.0% | 0.05% | -46.5% |
| Q4 2022 | $1,705,792 | -62.4% | 99,473 | +1.3% | 0.09% | +65.4% |
| Q3 2022 | $4,542,000 | -2.8% | 98,220 | +0.0% | 0.05% | +23.8% |
| Q2 2022 | $4,672,000 | +27.1% | 98,196 | +29.5% | 0.04% | +50.0% |
| Q1 2022 | $3,676,000 | +25.0% | 75,830 | +30.3% | 0.03% | +27.3% |
| Q4 2021 | $2,940,000 | +163.4% | 58,185 | +166.0% | 0.02% | +214.3% |
| Q3 2021 | $1,116,000 | +7.8% | 21,874 | +8.1% | 0.01% | -22.2% |
| Q2 2021 | $1,035,000 | +242.7% | 20,241 | +244.9% | 0.01% | +200.0% |
| Q4 2020 | $302,000 | +655.0% | 5,868 | +651.3% | 0.00% | +200.0% |
| Q2 2020 | $40,000 | – | 781 | – | 0.00% | – |
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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% |