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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,392,088 | +3.7% | 1,218,387 | +4.9% | 3.82% | +10.2% |
| Q2 2023 | $54,361,790 | +5.2% | 1,161,701 | +6.1% | 3.46% | -5.6% |
| Q1 2023 | $51,660,445 | +3926.8% | 1,095,197 | +3883.7% | 3.67% | +3934.1% |
| Q4 2022 | $1,282,905 | -2.4% | 27,492 | -3.3% | 0.09% | -22.9% |
| Q3 2022 | $1,315,000 | +8.0% | 28,440 | +11.1% | 0.12% | +11.3% |
| Q2 2022 | $1,218,000 | +5.1% | 25,601 | +7.0% | 0.11% | +27.7% |
| Q1 2022 | $1,159,000 | +12.1% | 23,916 | +16.8% | 0.08% | +6.4% |
| Q4 2021 | $1,034,000 | – | 20,473 | – | 0.08% | – |
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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% |