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
| 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 ↓ |
|---|---|---|---|
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,770 | $1,750,000 | 0.48% |
| ProVise Management Group, LLC | 79,127 | $3,765,000 | 0.40% |
| Goodman Advisory Group, LLC | 15,123 | $720,000 | 0.32% |
| THEORY FINANCIAL LLC | 7,290 | $349,000 | 0.25% |
| Insight Advisors, LLC/ PA | 10,983 | $527,000 | 0.18% |
| Sequoia Financial Advisors, LLC | 114,317 | $5,442,000 | 0.15% |
| Winch Advisory Services, LLC | 6,417 | $305,000 | 0.12% |
| Trilogy Capital Inc. | 25,601 | $1,218,000 | 0.11% |
| Cetera Advisor Networks LLC | 167,487 | $7,969,000 | 0.10% |
| Mutual Advisors, LLC | 24,764 | $1,178,000 | 0.08% |