WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 36 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,193,000 | 0.0% | 82,988 | 0.0% | 0.70% | +0.3% |
| Q4 2021 | $4,193,000 | -36.7% | 82,988 | -36.1% | 0.70% | -40.8% |
| Q3 2021 | $6,626,000 | -54.3% | 129,897 | -54.4% | 1.18% | -57.7% |
| Q2 2021 | $14,509,000 | -0.8% | 284,622 | -0.8% | 2.78% | -0.4% |
| Q1 2021 | $14,630,000 | +8.1% | 287,001 | +9.1% | 2.80% | -0.7% |
| Q4 2020 | $13,530,000 | – | 262,974 | – | 2.82% | – |
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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% |