WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 39 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KWB Wealth | 262,974 | $13,530,000 | 2.82% |
| Pacific Capital Wealth Advisors, Inc. | 59,294 | $3,051,000 | 1.73% |
| ProVise Management Group, LLC | 96,373 | $4,958,000 | 0.57% |
| Truadvice, LLC | 17,446 | $897,000 | 0.27% |
| Ahrens Investment Partners LLC | 8,000 | $412,000 | 0.22% |
| Insight Advisors, LLC/ PA | 11,258 | $579,000 | 0.22% |
| TrueWealth Advisors, LLC | 4,321 | $222,000 | 0.19% |
| Savant Capital, LLC | 37,114 | $1,910,000 | 0.11% |
| Retirement Group, LLC | 4,402 | $226,000 | 0.10% |
| OneDigital Investment Advisors LLC | 36,308 | $1,868,000 | 0.10% |