WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 33 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,724,073 | +800.7% | 80,461 | +807.4% | 0.00% | – |
| Q2 2023 | $413,468 | -92.8% | 8,867 | -92.8% | 0.00% | -100.0% |
| Q1 2023 | $5,779,929 | -32.9% | 122,534 | -33.6% | 0.00% | -50.0% |
| Q4 2022 | $8,617,626 | +106.4% | 184,670 | +104.5% | 0.00% | +100.0% |
| Q3 2022 | $4,176,000 | -30.5% | 90,301 | -28.5% | 0.00% | -33.3% |
| Q2 2022 | $6,006,000 | +63.9% | 126,229 | +67.0% | 0.00% | +200.0% |
| Q1 2022 | $3,665,000 | +15.1% | 75,592 | +19.9% | 0.00% | 0.0% |
| Q4 2021 | $3,185,000 | +130.0% | 63,046 | +132.2% | 0.00% | – |
| Q3 2021 | $1,385,000 | -49.8% | 27,146 | -49.8% | 0.00% | -100.0% |
| Q1 2021 | $2,757,000 | +3.8% | 54,092 | +4.8% | 0.00% | 0.0% |
| Q4 2020 | $2,655,000 | +415.5% | 51,612 | +416.6% | 0.00% | – |
| Q3 2020 | $515,000 | -16.1% | 9,991 | -16.2% | 0.00% | – |
| Q2 2020 | $614,000 | -96.3% | 11,917 | -96.4% | 0.00% | -100.0% |
| Q1 2020 | $16,585,000 | +289.0% | 330,968 | +290.5% | 0.02% | +166.7% |
| Q4 2019 | $4,264,000 | -50.1% | 84,755 | -50.1% | 0.01% | -57.1% |
| Q3 2019 | $8,551,000 | +29.4% | 169,727 | +27.6% | 0.01% | +27.3% |
| Q1 2019 | $6,606,000 | +103.2% | 132,968 | +99.6% | 0.01% | +83.3% |
| Q3 2018 | $3,251,000 | +76.7% | 66,629 | +77.1% | 0.01% | +50.0% |
| Q2 2018 | $1,840,000 | -56.7% | 37,612 | -56.5% | 0.00% | -63.6% |
| Q1 2018 | $4,252,000 | -8.8% | 86,530 | -7.7% | 0.01% | -15.4% |
| Q4 2017 | $4,662,000 | +187.8% | 93,718 | +189.4% | 0.01% | +160.0% |
| Q3 2017 | $1,620,000 | -48.8% | 32,383 | -48.7% | 0.01% | -54.5% |
| Q2 2017 | $3,164,000 | – | 63,098 | – | 0.01% | – |
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% |