NBC SECURITIES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 39 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NBC SECURITIES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$356
-0.3%
7,589
+0.0%
0.03%
-5.9%
Q1 2024$357
+51.9%
7,588
+52.3%
0.03%
+41.7%
Q4 2023$235
+161.1%
4,982
+155.7%
0.02%
+140.0%
Q3 2023$901,9480.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 282,804$14,287,0009.32%
Financial Planners of Cleveland, Inc. 216,522$10,860,0004.42%
JD Financial Services Inc. 39,060$1,973,0001.63%
KWB Wealth 82,988$4,193,0000.70%
Pacific Capital Wealth Advisors, Inc. 40,064$2,024,0000.58%
ProVise Management Group, LLC 93,474$4,722,0000.43%
Shore Point Advisors, LLC 8,908$450,0000.37%
Insight Advisors, LLC/ PA 10,425$527,0000.16%
Cetera Advisor Networks LLC 152,765$7,718,0000.10%
TrueWealth Advisors, LLC 3,977$201,0000.09%
View complete list of WISDOMTREE TR shareholders