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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
KWB Wealth | 284,622 | $14,509,000 | 2.78% |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 40,064 | $2,048,000 | 1.03% |
ProVise Management Group, LLC | 94,914 | $4,851,000 | 0.50% |
Insight Advisors, LLC/ PA | 11,653 | $599,000 | 0.19% |
TrueWealth Advisors, LLC | 4,262 | $218,000 | 0.13% |
Cetera Advisor Networks LLC | 149,292 | $7,630,000 | 0.11% |
Savant Capital, LLC | 34,510 | $1,764,000 | 0.07% |
OneDigital Investment Advisors LLC | 31,817 | $1,626,000 | 0.07% |
McNamara Financial Services, Inc. | 4,487 | $229,000 | 0.06% |
WEBSTER BANK, N. A. | 8,323 | $425,000 | 0.05% |