HERITAGE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 42 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$11,106
+85.1%
238
+100.0%
0.00%0.0%
Q3 2022$6,000
-99.9%
119
-11.2%
0.00%0.0%
Q2 2022$6,376,000
+106166.7%
1340.0%0.00%0.0%
Q1 2022$6,000
-50.0%
134
-44.6%
0.00%
-50.0%
Q3 2021$12,000
-14.3%
242
-10.4%
0.00%
-20.0%
Q2 2021$14,0002700.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
PACIFIC CAPITAL WEALTH ADVISORS, INC 50,694$2,613,0001.55%
ProVise Management Group, LLC 85,297$4,397,0000.59%
Truadvice, LLC 14,679$757,0000.31%
Savant Capital, LLC 48,718$2,511,0000.17%
Retirement Group, LLC 5,276$272,0000.15%
OneDigital Investment Advisors LLC 40,675$2,097,0000.14%
WEBSTER BANK, N. A. 6,741$347,0000.05%
Dynamic Advisor Solutions LLC 7,539$389,0000.04%
SFMG, LLC 4,000$206,0000.03%
Integrated Wealth Concepts LLC 6,415$331,0000.02%
View complete list of WISDOMTREE TR shareholders