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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $893,000 | -9.8% | 17,509 | -9.6% | 0.03% | -17.1% |
| Q2 2021 | $990,000 | +46.9% | 19,367 | +46.5% | 0.04% | +25.0% |
| Q1 2021 | $674,000 | +89.3% | 13,219 | +90.8% | 0.03% | +64.7% |
| Q4 2020 | $356,000 | +7.6% | 6,929 | +8.0% | 0.02% | -15.0% |
| Q3 2020 | $331,000 | +31.3% | 6,415 | +31.3% | 0.02% | +11.1% |
| Q2 2020 | $252,000 | – | 4,886 | – | 0.02% | – |
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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% |