WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 34 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | -99.1% | 44 | -98.9% | 0.00% | -100.0% |
| Q3 2019 | $211,000 | -2.8% | 4,180 | -3.0% | 0.03% | +6.9% |
| Q2 2019 | $217,000 | -4.4% | 4,309 | -5.9% | 0.03% | -3.3% |
| Q1 2019 | $227,000 | -8.8% | 4,579 | -10.1% | 0.03% | -21.1% |
| Q4 2018 | $249,000 | -12.6% | 5,096 | -12.6% | 0.04% | 0.0% |
| Q3 2018 | $285,000 | – | 5,832 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,770 | $1,750,000 | 0.48% |
| ProVise Management Group, LLC | 79,127 | $3,765,000 | 0.40% |
| Goodman Advisory Group, LLC | 15,123 | $720,000 | 0.32% |
| THEORY FINANCIAL LLC | 7,290 | $349,000 | 0.25% |
| Insight Advisors, LLC/ PA | 10,983 | $527,000 | 0.18% |
| Sequoia Financial Advisors, LLC | 114,317 | $5,442,000 | 0.15% |
| Winch Advisory Services, LLC | 6,417 | $305,000 | 0.12% |
| Trilogy Capital Inc. | 25,601 | $1,218,000 | 0.11% |
| Cetera Advisor Networks LLC | 167,487 | $7,969,000 | 0.10% |
| Mutual Advisors, LLC | 24,764 | $1,178,000 | 0.08% |