WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 34 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |