WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 40 filers reported holding WISDOMTREE TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| 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% |