WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 33 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,917,277 | -1.9% | 41,424 | -1.2% | 0.02% | -5.0% |
| Q2 2023 | $1,954,450 | -2.8% | 41,914 | -1.6% | 0.02% | -9.1% |
| Q1 2023 | $2,009,776 | +271.5% | 42,607 | +281.6% | 0.02% | +266.7% |
| Q1 2022 | $541,000 | -72.0% | 11,166 | -70.8% | 0.01% | -70.0% |
| Q4 2021 | $1,930,000 | -70.1% | 38,199 | -69.8% | 0.02% | -69.2% |
| Q3 2021 | $6,459,000 | +289.8% | 126,625 | +290.6% | 0.06% | +242.1% |
| Q2 2021 | $1,657,000 | -67.6% | 32,419 | -67.4% | 0.02% | -67.8% |
| Q4 2020 | $5,121,000 | -99.0% | 99,547 | +756.5% | 0.06% | +555.6% |
| Q3 2020 | $500,000,000 | – | 11,622 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 50,494 | $2,530,000 | 1.91% |
| Savant Capital, LLC | 41,966 | $2,103,000 | 0.20% |
| OneDigital Investment Advisors LLC | 40,262 | $2,018,000 | 0.18% |
| ProVise Management Group, LLC | 21,111 | $1,058,000 | 0.18% |
| Institute for Wealth Management, LLC. | 7,273 | $364,000 | 0.11% |
| WEBSTER BANK, N. A. | 5,648 | $283,000 | 0.05% |
| LPL Financial LLC | 164,551 | $8,246,000 | 0.02% |
| JANE STREET GROUP, LLC | 330,968 | $16,585,000 | 0.02% |
| Patriot Financial Group Insurance Agency, LLC | 455 | $23,000 | 0.01% |
| Winch Advisory Services, LLC | 248 | $12,000 | 0.01% |