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 | $1,070,588 | -36.9% | 22,942 | -37.5% | 0.28% | -40.0% |
| Q3 2022 | $1,697,000 | -3.0% | 36,698 | -0.2% | 0.46% | -4.7% |
| Q2 2022 | $1,750,000 | -1.9% | 36,770 | -0.1% | 0.48% | -4.9% |
| Q1 2022 | $1,784,000 | -11.9% | 36,801 | -8.1% | 0.51% | -12.5% |
| Q4 2021 | $2,024,000 | -1.0% | 40,064 | 0.0% | 0.58% | -10.2% |
| Q3 2021 | $2,044,000 | -0.2% | 40,064 | 0.0% | 0.65% | -37.1% |
| Q2 2021 | $2,048,000 | -29.9% | 40,064 | -30.1% | 1.03% | -36.6% |
| Q1 2021 | $2,923,000 | -4.2% | 57,346 | -3.3% | 1.63% | -6.2% |
| Q4 2020 | $3,051,000 | +16.8% | 59,294 | +17.0% | 1.73% | +11.7% |
| Q3 2020 | $2,613,000 | +0.0% | 50,694 | 0.0% | 1.55% | -12.4% |
| Q2 2020 | $2,612,000 | +3.2% | 50,694 | +0.4% | 1.77% | -7.3% |
| Q1 2020 | $2,530,000 | -2.5% | 50,494 | -2.1% | 1.91% | +10.4% |
| Q4 2019 | $2,595,000 | – | 51,582 | – | 1.73% | – |
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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% |