WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 42 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,770 | $1,750,000 | 0.48% |
| ProVise Management Group, LLC | 79,127 | $3,765,000 | 0.40% |
| Goodman Advisory Group, LLC | 15,123 | $720,000 | 0.32% |
| THEORY FINANCIAL LLC | 7,290 | $349,000 | 0.25% |
| Insight Advisors, LLC/ PA | 10,983 | $527,000 | 0.18% |
| Sequoia Financial Advisors, LLC | 114,317 | $5,442,000 | 0.15% |
| Winch Advisory Services, LLC | 6,417 | $305,000 | 0.12% |
| Trilogy Capital Inc. | 25,601 | $1,218,000 | 0.11% |
| Cetera Advisor Networks LLC | 167,487 | $7,969,000 | 0.10% |
| Mutual Advisors, LLC | 24,764 | $1,178,000 | 0.08% |