WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 43 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |