UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
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$2,00033
+3200.0%
0.00%
Q2 2017$010.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
PACIFIC CAPITAL WEALTH ADVISORS, INC 36,770$1,750,0000.48%
ProVise Management Group, LLC 79,127$3,765,0000.40%
Goodman Advisory Group, LLC 15,123$720,0000.32%
THEORY FINANCIAL LLC 7,290$349,0000.25%
Insight Advisors, LLC/ PA 10,983$527,0000.18%
Sequoia Financial Advisors, LLC 114,317$5,442,0000.15%
Winch Advisory Services, LLC 6,417$305,0000.12%
Trilogy Capital Inc. 25,601$1,218,0000.11%
Cetera Advisor Networks LLC 167,487$7,969,0000.10%
Mutual Advisors, LLC 24,764$1,178,0000.08%
View complete list of WISDOMTREE TR shareholders