BANK OF AMERICA CORP /DE/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 42 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF AMERICA CORP /DE/ ownership history of WISDOMTREE TR
ValueSharesWeighting
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$149,0003,0400.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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