THEORY FINANCIAL LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
THEORY FINANCIAL LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$349,000
-97.2%
7,290
-97.2%
0.25%
-97.0%
Q1 2022$12,439,000
-12.9%
256,582
-9.3%
8.24%
-11.6%
Q4 2021$14,287,000282,8049.32%
Other shareholders
WISDOMTREE TR shareholders Q1 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