EPG Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$231
-50.4%
5
-50.0%
0.00%
Q2 2023$466
-81.5%
10
-81.5%
0.00%
-100.0%
Q1 2023$2,524
+1.1%
540.0%0.00%0.0%
Q4 2022$2,497
+24.8%
540.0%0.00%0.0%
Q3 2022$2,000
-60.0%
54
-49.5%
0.00%
-50.0%
Q1 2022$5,0001070.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
KWB Wealth 284,622$14,509,0002.78%
PACIFIC CAPITAL WEALTH ADVISORS, INC 40,064$2,048,0001.03%
ProVise Management Group, LLC 94,914$4,851,0000.50%
Insight Advisors, LLC/ PA 11,653$599,0000.19%
TrueWealth Advisors, LLC 4,262$218,0000.13%
Cetera Advisor Networks LLC 149,292$7,630,0000.11%
Savant Capital, LLC 34,510$1,764,0000.07%
OneDigital Investment Advisors LLC 31,817$1,626,0000.07%
McNamara Financial Services, Inc. 4,487$229,0000.06%
WEBSTER BANK, N. A. 8,323$425,0000.05%
View complete list of WISDOMTREE TR shareholders