WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 22 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,821 | -63.4% | 277 | -62.7% | 0.00% | – |
| Q1 2023 | $35,000 | -67.5% | 742 | -67.8% | 0.00% | – |
| Q4 2022 | $107,668 | +368.1% | 2,307 | +367.0% | 0.00% | – |
| Q3 2022 | $23,000 | -77.5% | 494 | -76.9% | 0.00% | – |
| Q2 2022 | $102,000 | -6.4% | 2,138 | -5.2% | 0.00% | – |
| Q1 2022 | $109,000 | -6.8% | 2,255 | -2.8% | 0.00% | – |
| Q4 2021 | $117,000 | +95.0% | 2,319 | +95.5% | 0.00% | – |
| Q3 2021 | $60,000 | +11.1% | 1,186 | +13.3% | 0.00% | – |
| Q4 2020 | $54,000 | -25.0% | 1,047 | -26.7% | 0.00% | – |
| Q1 2020 | $72,000 | +278.9% | 1,428 | +271.9% | 0.00% | – |
| Q4 2019 | $19,000 | +850.0% | 384 | +1063.6% | 0.00% | – |
| Q1 2018 | $2,000 | – | 33 | +3200.0% | 0.00% | – |
| Q2 2017 | $0 | – | 1 | – | 0.00% | – |
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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% |