WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 39 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 256,582 | $12,439,000 | 8.24% |
| Financial Planners of Cleveland, Inc. | 134,198 | $6,506,000 | 2.73% |
| KWB Wealth | 82,988 | $4,193,000 | 0.70% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 36,801 | $1,784,000 | 0.51% |
| Shore Point Advisors, LLC | 9,139 | $443,000 | 0.38% |
| ProVise Management Group, LLC | 80,191 | $3,888,000 | 0.37% |
| Sequoia Financial Advisors, LLC | 184,318 | $8,936,000 | 0.22% |
| Insight Advisors, LLC/ PA | 9,245 | $448,000 | 0.13% |
| Cetera Advisor Networks LLC | 157,682 | $7,644,000 | 0.09% |
| Winch Advisory Services, LLC | 5,377 | $261,000 | 0.09% |