Congress Wealth Management LLC / DE / - WISDOMTREE TR ownership

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
Congress Wealth Management LLC / DE / ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,737,000
-0.1%
36,509
+1.8%
0.04%
+15.8%
Q1 2022$1,739,000
+15.1%
35,865
+19.9%
0.04%
+26.7%
Q4 2021$1,511,00029,9120.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
PACIFIC CAPITAL WEALTH ADVISORS, INC 36,770$1,750,0000.48%
ProVise Management Group, LLC 79,127$3,765,0000.40%
Goodman Advisory Group, LLC 15,123$720,0000.32%
THEORY FINANCIAL LLC 7,290$349,0000.25%
Insight Advisors, LLC/ PA 10,983$527,0000.18%
Sequoia Financial Advisors, LLC 114,317$5,442,0000.15%
Winch Advisory Services, LLC 6,417$305,0000.12%
Trilogy Capital Inc. 25,601$1,218,0000.11%
Cetera Advisor Networks LLC 167,487$7,969,0000.10%
Mutual Advisors, LLC 24,764$1,178,0000.08%
View complete list of WISDOMTREE TR shareholders