WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 10 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462 | +14.1% | 9,985 | +15.0% | 0.17% | +16.6% |
| Q2 2023 | $405 | -2.2% | 8,681 | -1.2% | 0.14% | -9.9% |
| Q1 2023 | $414 | +7.0% | 8,785 | +6.0% | 0.16% | -2.4% |
| Q4 2022 | $387 | -99.9% | 8,289 | +7.3% | 0.16% | +7.8% |
| Q3 2022 | $357,000 | +17.0% | 7,724 | +20.4% | 0.15% | +23.4% |
| Q2 2022 | $305,000 | +16.9% | 6,417 | +19.3% | 0.12% | +36.3% |
| Q1 2022 | $261,000 | -3.7% | 5,377 | +0.2% | 0.09% | +1.1% |
| Q4 2021 | $271,000 | +122.1% | 5,366 | +124.2% | 0.09% | +109.3% |
| Q3 2021 | $122,000 | +16.2% | 2,393 | +16.2% | 0.04% | +13.2% |
| Q2 2021 | $105,000 | +26.5% | 2,060 | +26.7% | 0.04% | +15.2% |
| Q1 2021 | $83,000 | +538.5% | 1,626 | +545.2% | 0.03% | +560.0% |
| Q4 2020 | $13,000 | 0.0% | 252 | +0.8% | 0.01% | -16.7% |
| Q3 2020 | $13,000 | 0.0% | 250 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +8.3% | 249 | +0.4% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | 0.0% | 248 | +0.8% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | -81.0% | 246 | -80.2% | 0.01% | -81.8% |
| Q3 2019 | $63,000 | +1.6% | 1,243 | +0.6% | 0.03% | +3.1% |
| Q2 2019 | $62,000 | +1.6% | 1,236 | +0.7% | 0.03% | -5.9% |
| Q1 2019 | $61,000 | +27.1% | 1,227 | +25.5% | 0.03% | +25.9% |
| Q4 2018 | $48,000 | +2.1% | 978 | +1.0% | 0.03% | +12.5% |
| Q3 2018 | $47,000 | 0.0% | 968 | +0.4% | 0.02% | -4.0% |
| Q2 2018 | $47,000 | 0.0% | 964 | +0.6% | 0.02% | -10.7% |
| Q1 2018 | $47,000 | -60.2% | 958 | -59.5% | 0.03% | -60.6% |
| Q4 2017 | $118,000 | – | 2,365 | – | 0.07% | – |
Download | ||||||
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% |