WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 43 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $246,288 | -3.4% | 5,278 | -4.4% | 0.01% | -22.2% |
| Q3 2022 | $255,000 | -2.7% | 5,519 | +0.2% | 0.01% | -18.2% |
| Q2 2022 | $262,000 | -6.8% | 5,507 | -5.0% | 0.01% | 0.0% |
| Q1 2022 | $281,000 | -82.3% | 5,795 | -81.6% | 0.01% | -80.4% |
| Q4 2021 | $1,592,000 | -5.6% | 31,507 | -4.7% | 0.06% | -16.4% |
| Q3 2021 | $1,686,000 | +3.7% | 33,058 | +3.9% | 0.07% | 0.0% |
| Q2 2021 | $1,626,000 | -6.2% | 31,817 | -6.4% | 0.07% | -17.3% |
| Q1 2021 | $1,733,000 | -7.2% | 33,992 | -6.4% | 0.08% | -16.5% |
| Q4 2020 | $1,868,000 | -10.9% | 36,308 | -10.7% | 0.10% | -33.1% |
| Q3 2020 | $2,097,000 | -0.9% | 40,675 | -1.0% | 0.14% | -4.6% |
| Q2 2020 | $2,117,000 | +4.9% | 41,095 | +2.1% | 0.15% | -15.1% |
| Q1 2020 | $2,018,000 | +17.7% | 40,262 | +18.1% | 0.18% | +32.6% |
| Q4 2019 | $1,715,000 | +8.2% | 34,079 | +8.3% | 0.14% | -4.9% |
| Q3 2019 | $1,585,000 | +17.1% | 31,460 | +16.9% | 0.14% | +35.2% |
| Q2 2019 | $1,353,000 | +22.0% | 26,911 | +20.6% | 0.10% | -35.2% |
| Q1 2019 | $1,109,000 | – | 22,323 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KWB Wealth | 284,622 | $14,509,000 | 2.78% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 40,064 | $2,048,000 | 1.03% |
| ProVise Management Group, LLC | 94,914 | $4,851,000 | 0.50% |
| Insight Advisors, LLC/ PA | 11,653 | $599,000 | 0.19% |
| TrueWealth Advisors, LLC | 4,262 | $218,000 | 0.13% |
| Cetera Advisor Networks LLC | 149,292 | $7,630,000 | 0.11% |
| Savant Capital, LLC | 34,510 | $1,764,000 | 0.07% |
| OneDigital Investment Advisors LLC | 31,817 | $1,626,000 | 0.07% |
| McNamara Financial Services, Inc. | 4,487 | $229,000 | 0.06% |
| WEBSTER BANK, N. A. | 8,323 | $425,000 | 0.05% |