WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 16 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,308,738 | -16.6% | 49,882 | -16.0% | 0.00% | – |
| Q2 2023 | $2,768,330 | -18.8% | 59,368 | -17.9% | 0.00% | – |
| Q1 2023 | $3,411,240 | -7.3% | 72,318 | -8.3% | 0.00% | – |
| Q4 2022 | $3,680,329 | +8.0% | 78,867 | +7.0% | 0.00% | – |
| Q3 2022 | $3,409,000 | -11.3% | 73,701 | -8.8% | 0.00% | – |
| Q2 2022 | $3,845,000 | -22.6% | 80,819 | -21.1% | 0.00% | – |
| Q1 2022 | $4,965,000 | -13.1% | 102,417 | -9.5% | 0.00% | -100.0% |
| Q4 2021 | $5,715,000 | -23.1% | 113,123 | -22.4% | 0.00% | 0.0% |
| Q3 2021 | $7,433,000 | -28.1% | 145,716 | -28.0% | 0.00% | 0.0% |
| Q2 2021 | $10,343,000 | +5.9% | 202,362 | +5.6% | 0.00% | 0.0% |
| Q1 2021 | $9,767,000 | -11.7% | 191,602 | -10.8% | 0.00% | 0.0% |
| Q4 2020 | $11,056,000 | +75.5% | 214,893 | +75.9% | 0.00% | 0.0% |
| Q3 2020 | $6,299,000 | +1725.8% | 122,197 | +1722.5% | 0.00% | – |
| Q2 2020 | $345,000 | +38.0% | 6,705 | +34.7% | 0.00% | – |
| Q1 2020 | $250,000 | +1.6% | 4,978 | +2.0% | 0.00% | – |
| Q4 2019 | $246,000 | -10.2% | 4,880 | -10.3% | 0.00% | – |
| Q3 2019 | $274,000 | +24.5% | 5,440 | +24.7% | 0.00% | – |
| Q2 2019 | $220,000 | +52.8% | 4,362 | +51.0% | 0.00% | – |
| Q1 2019 | $144,000 | +2.1% | 2,889 | +0.3% | 0.00% | – |
| Q4 2018 | $141,000 | -5.4% | 2,879 | -5.3% | 0.00% | – |
| Q3 2018 | $149,000 | – | 3,040 | – | 0.00% | – |
Download | ||||||
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% |