WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808.
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 ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 256,582 | $12,439,000 | 8.24% |
| Financial Planners of Cleveland, Inc. | 134,198 | $6,506,000 | 2.73% |
| KWB Wealth | 82,988 | $4,193,000 | 0.70% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,801 | $1,784,000 | 0.51% |
| Shore Point Advisors, LLC | 9,139 | $443,000 | 0.38% |
| ProVise Management Group, LLC | 80,191 | $3,888,000 | 0.37% |
| Sequoia Financial Advisors, LLC | 184,318 | $8,936,000 | 0.22% |
| Insight Advisors, LLC/ PA | 9,245 | $448,000 | 0.13% |
| Cetera Advisor Networks LLC | 157,682 | $7,644,000 | 0.09% |
| Winch Advisory Services, LLC | 5,377 | $261,000 | 0.09% |