WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808.
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 ↓ |
|---|---|---|---|
| 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% |