WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 39 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $134,501 | -33.6% | 2,906 | -33.1% | 0.00% | – |
| Q2 2023 | $202,467 | -36.8% | 4,342 | -36.1% | 0.00% | -100.0% |
| Q1 2023 | $320,283 | -15.5% | 6,790 | -16.5% | 0.00% | 0.0% |
| Q4 2022 | $379,000 | +781.4% | 8,127 | +786.3% | 0.00% | – |
| Q3 2022 | $43,000 | 0.0% | 917 | 0.0% | 0.00% | – |
| Q2 2022 | $43,000 | -27.1% | 917 | -24.9% | 0.00% | – |
| Q1 2022 | $59,000 | -94.6% | 1,221 | -94.4% | 0.00% | -100.0% |
| Q4 2021 | $1,098,000 | -45.2% | 21,732 | -44.6% | 0.00% | -50.0% |
| Q3 2021 | $2,002,000 | +198.4% | 39,262 | +198.5% | 0.00% | +300.0% |
| Q2 2021 | $671,000 | -19.7% | 13,153 | -19.9% | 0.00% | -50.0% |
| Q1 2021 | $836,000 | -7.2% | 16,423 | -6.1% | 0.00% | 0.0% |
| Q4 2020 | $901,000 | -35.1% | 17,498 | -35.0% | 0.00% | -50.0% |
| Q3 2020 | $1,388,000 | +1495.4% | 26,922 | +1502.5% | 0.00% | – |
| Q2 2020 | $87,000 | +569.2% | 1,680 | +569.3% | 0.00% | – |
| Q1 2020 | $13,000 | – | 251 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KWB Wealth | 262,974 | $13,530,000 | 2.82% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 59,294 | $3,051,000 | 1.73% |
| ProVise Management Group, LLC | 96,373 | $4,958,000 | 0.57% |
| Truadvice, LLC | 17,446 | $897,000 | 0.27% |
| Ahrens Investment Partners LLC | 8,000 | $412,000 | 0.22% |
| Insight Advisors, LLC/ PA | 11,258 | $579,000 | 0.22% |
| TrueWealth Advisors, LLC | 4,321 | $222,000 | 0.19% |
| Savant Capital, LLC | 37,114 | $1,910,000 | 0.11% |
| Retirement Group, LLC | 4,402 | $226,000 | 0.10% |
| OneDigital Investment Advisors LLC | 36,308 | $1,868,000 | 0.10% |