WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 37 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,162 | -0.5% | 11,152 | +0.2% | 0.12% | +1.7% |
| Q2 2023 | $518,805 | -1.8% | 11,126 | -0.6% | 0.12% | -6.5% |
| Q1 2023 | $528,068 | +1.2% | 11,195 | +0.2% | 0.12% | -32.2% |
| Q4 2022 | $522,012 | -1.1% | 11,172 | -2.2% | 0.18% | -11.6% |
| Q3 2022 | $528,000 | +0.2% | 11,426 | +4.0% | 0.21% | +15.6% |
| Q2 2022 | $527,000 | +17.6% | 10,983 | +18.8% | 0.18% | +33.6% |
| Q1 2022 | $448,000 | -15.0% | 9,245 | -11.3% | 0.13% | -13.5% |
| Q4 2021 | $527,000 | -1.1% | 10,425 | -0.4% | 0.16% | -2.5% |
| Q3 2021 | $533,000 | -11.0% | 10,468 | -10.2% | 0.16% | -15.4% |
| Q2 2021 | $599,000 | -5.5% | 11,653 | -6.1% | 0.19% | -6.5% |
| Q1 2021 | $634,000 | +9.5% | 12,409 | +10.2% | 0.20% | -8.2% |
| Q4 2020 | $579,000 | – | 11,258 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KWB Wealth | 262,974 | $13,530,000 | 2.82% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 59,294 | $3,051,000 | 1.73% |
| ProVise Management Group, LLC | 96,373 | $4,958,000 | 0.57% |
| Truadvice, LLC | 17,446 | $897,000 | 0.27% |
| Ahrens Investment Partners LLC | 8,000 | $412,000 | 0.22% |
| Insight Advisors, LLC/ PA | 11,258 | $579,000 | 0.22% |
| TrueWealth Advisors, LLC | 4,321 | $222,000 | 0.19% |
| Savant Capital, LLC | 37,114 | $1,910,000 | 0.11% |
| Retirement Group, LLC | 4,402 | $226,000 | 0.10% |
| OneDigital Investment Advisors LLC | 36,308 | $1,868,000 | 0.10% |