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 ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 256,582 | $12,439,000 | 8.24% |
| Financial Planners of Cleveland, Inc. | 134,198 | $6,506,000 | 2.73% |
| KWB Wealth | 82,988 | $4,193,000 | 0.70% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,801 | $1,784,000 | 0.51% |
| Shore Point Advisors, LLC | 9,139 | $443,000 | 0.38% |
| ProVise Management Group, LLC | 80,191 | $3,888,000 | 0.37% |
| Sequoia Financial Advisors, LLC | 184,318 | $8,936,000 | 0.22% |
| Insight Advisors, LLC/ PA | 9,245 | $448,000 | 0.13% |
| Cetera Advisor Networks LLC | 157,682 | $7,644,000 | 0.09% |
| Winch Advisory Services, LLC | 5,377 | $261,000 | 0.09% |