WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 39 filers reported holding WISDOMTREE TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |