WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 40 filers reported holding WISDOMTREE TR in Q1 2023. 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 | 36,770 | $1,750,000 | 0.48% |
| ProVise Management Group, LLC | 79,127 | $3,765,000 | 0.40% |
| Goodman Advisory Group, LLC | 15,123 | $720,000 | 0.32% |
| THEORY FINANCIAL LLC | 7,290 | $349,000 | 0.25% |
| Insight Advisors, LLC/ PA | 10,983 | $527,000 | 0.18% |
| Sequoia Financial Advisors, LLC | 114,317 | $5,442,000 | 0.15% |
| Winch Advisory Services, LLC | 6,417 | $305,000 | 0.12% |
| Trilogy Capital Inc. | 25,601 | $1,218,000 | 0.11% |
| Cetera Advisor Networks LLC | 167,487 | $7,969,000 | 0.10% |
| Mutual Advisors, LLC | 24,764 | $1,178,000 | 0.08% |