Herold Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 40 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$452,307
-17.7%
9,772
-17.0%
0.14%
-17.9%
Q2 2023$549,308
+79.0%
11,780
+81.1%
0.17%
+58.5%
Q1 2023$306,887
+10.8%
6,506
+9.7%
0.11%
-9.4%
Q4 2022$276,8635,9330.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
KWB Wealth 284,622$14,509,0002.78%
PACIFIC CAPITAL WEALTH ADVISORS, INC 40,064$2,048,0001.03%
ProVise Management Group, LLC 94,914$4,851,0000.50%
Insight Advisors, LLC/ PA 11,653$599,0000.19%
TrueWealth Advisors, LLC 4,262$218,0000.13%
Cetera Advisor Networks LLC 149,292$7,630,0000.11%
Savant Capital, LLC 34,510$1,764,0000.07%
OneDigital Investment Advisors LLC 31,817$1,626,0000.07%
McNamara Financial Services, Inc. 4,487$229,0000.06%
WEBSTER BANK, N. A. 8,323$425,0000.05%
View complete list of WISDOMTREE TR shareholders