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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,866 | -64.4% | 13,090 | -64.1% | 0.00% | – |
| Q2 2023 | $1,701,028 | +13.0% | 36,479 | +14.3% | 0.00% | – |
| Q1 2023 | $1,505,421 | -72.6% | 31,914 | -72.9% | 0.00% | -100.0% |
| Q4 2022 | $5,496,530 | -44.5% | 117,787 | -45.0% | 0.00% | -33.3% |
| Q3 2022 | $9,896,000 | -10.7% | 213,997 | -8.1% | 0.00% | 0.0% |
| Q2 2022 | $11,083,000 | -2.9% | 232,940 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $11,417,000 | -8.5% | 235,490 | -4.6% | 0.00% | 0.0% |
| Q4 2021 | $12,473,000 | -34.5% | 246,888 | -33.9% | 0.00% | -25.0% |
| Q3 2021 | $19,039,000 | +98.1% | 373,241 | +98.5% | 0.00% | +100.0% |
| Q2 2021 | $9,612,000 | +6.2% | 188,059 | +5.9% | 0.00% | 0.0% |
| Q1 2021 | $9,055,000 | +38.9% | 177,632 | +40.2% | 0.00% | 0.0% |
| Q4 2020 | $6,517,000 | +598.5% | 126,669 | +600.0% | 0.00% | – |
| Q3 2020 | $933,000 | +13.4% | 18,096 | +13.3% | 0.00% | – |
| Q2 2020 | $823,000 | -4.4% | 15,975 | -7.0% | 0.00% | – |
| Q1 2020 | $861,000 | -9.1% | 17,175 | -8.7% | 0.00% | – |
| Q4 2019 | $947,000 | -15.8% | 18,812 | -15.8% | 0.00% | – |
| Q3 2019 | $1,125,000 | +268.9% | 22,334 | +268.6% | 0.00% | – |
| Q2 2019 | $305,000 | +771.4% | 6,059 | +752.2% | 0.00% | – |
| Q1 2019 | $35,000 | – | 711 | – | 0.00% | – |
Download | ||||||
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% |