WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 33 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $201,000 | 0.0% | 3,977 | 0.0% | 0.09% | 0.0% |
| Q4 2021 | $201,000 | -7.4% | 3,977 | -6.7% | 0.09% | -26.2% |
| Q3 2021 | $217,000 | -0.5% | 4,262 | 0.0% | 0.12% | -3.9% |
| Q2 2021 | $218,000 | -1.4% | 4,262 | -1.4% | 0.13% | -11.8% |
| Q1 2021 | $221,000 | -0.5% | 4,321 | 0.0% | 0.14% | -24.6% |
| Q4 2020 | $222,000 | – | 4,321 | – | 0.19% | – |
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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% |