WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 36 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $24 | -99.9% | 518 | +0.4% | 0.01% | -36.8% |
| Q3 2022 | $24,000 | 0.0% | 516 | +0.4% | 0.02% | +90.0% |
| Q2 2022 | $24,000 | -4.0% | 514 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | -64.3% | 512 | -62.9% | 0.01% | -67.7% |
| Q4 2021 | $70,000 | 0.0% | 1,379 | +0.4% | 0.03% | -3.1% |
| Q3 2021 | $70,000 | 0.0% | 1,374 | +0.1% | 0.03% | -5.9% |
| Q2 2021 | $70,000 | -63.4% | 1,372 | -63.5% | 0.03% | -60.9% |
| Q1 2021 | $191,000 | -15.5% | 3,754 | -14.7% | 0.09% | -16.3% |
| Q4 2020 | $226,000 | -16.9% | 4,402 | -16.6% | 0.10% | -32.0% |
| Q3 2020 | $272,000 | +2.3% | 5,276 | +2.3% | 0.15% | -7.3% |
| Q2 2020 | $266,000 | – | 5,156 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,218,387 | $56,392,088 | 3.82% |
| HF Advisory Group, LLC | 37,768 | $1,744,442 | 1.29% |
| ProVise Management Group, LLC | 69,057 | $3,196,256 | 0.30% |
| INVENIO WEALTH PARTNERS LLC | 5,658 | $261,876 | 0.24% |
| Winch Advisory Services, LLC | 9,985 | $462 | 0.17% |
| Herold Advisors, Inc. | 9,772 | $452,307 | 0.14% |
| Insight Advisors, LLC/ PA | 11,152 | $516,162 | 0.12% |
| Claro Advisors LLC | 6,868 | $317,880 | 0.08% |
| Strategic Financial Concepts, LLC | 4,747 | $219,711 | 0.07% |
| Team Financial Group, LLC | 1,861 | $86,135 | 0.07% |