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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
KWB Wealth | 284,622 | $14,509,000 | 2.78% |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 40,064 | $2,048,000 | 1.03% |
ProVise Management Group, LLC | 94,914 | $4,851,000 | 0.50% |
Insight Advisors, LLC/ PA | 11,653 | $599,000 | 0.19% |
TrueWealth Advisors, LLC | 4,262 | $218,000 | 0.13% |
Cetera Advisor Networks LLC | 149,292 | $7,630,000 | 0.11% |
Savant Capital, LLC | 34,510 | $1,764,000 | 0.07% |
OneDigital Investment Advisors LLC | 31,817 | $1,626,000 | 0.07% |
McNamara Financial Services, Inc. | 4,487 | $229,000 | 0.06% |
WEBSTER BANK, N. A. | 8,323 | $425,000 | 0.05% |