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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $493,067 | +15.7% | 10,574 | +15.8% | 0.05% | +163.2% |
| Q4 2022 | $426,191 | -3.1% | 9,133 | -4.1% | 0.02% | -26.9% |
| Q3 2022 | $440,000 | -14.2% | 9,522 | -11.2% | 0.03% | -43.5% |
| Q2 2022 | $513,000 | -20.1% | 10,727 | -18.9% | 0.05% | +27.8% |
| Q1 2022 | $642,000 | -18.0% | 13,234 | -14.6% | 0.04% | -45.5% |
| Q4 2021 | $783,000 | +10.0% | 15,491 | +10.9% | 0.07% | +15.8% |
| Q1 2021 | $712,000 | -10.1% | 13,969 | -9.2% | 0.06% | -21.9% |
| Q4 2020 | $792,000 | – | 15,391 | – | 0.07% | – |
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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% |