WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 33 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -41.7% | 137 | -39.9% | 0.00% | -50.0% |
| Q4 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | -47.8% | 228 | -49.2% | 0.00% | -60.0% |
| Q1 2021 | $23,000 | 0.0% | 449 | -0.2% | 0.01% | -16.7% |
| Q4 2020 | $23,000 | 0.0% | 450 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $23,000 | 0.0% | 450 | 0.0% | 0.01% | -22.2% |
| Q2 2020 | $23,000 | 0.0% | 450 | -1.1% | 0.01% | -18.2% |
| Q1 2020 | $23,000 | -89.8% | 455 | -89.8% | 0.01% | -86.9% |
| Q4 2019 | $225,000 | +3.2% | 4,466 | +3.3% | 0.08% | -14.3% |
| Q3 2019 | $218,000 | +31.3% | 4,324 | +31.1% | 0.10% | +36.1% |
| Q2 2019 | $166,000 | +24.8% | 3,299 | +22.9% | 0.07% | +5.9% |
| Q1 2019 | $133,000 | +72.7% | 2,685 | +70.8% | 0.07% | +33.3% |
| Q4 2018 | $77,000 | – | 1,572 | – | 0.05% | – |
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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% |