WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 21 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,104 | +4.1% | 4,453 | +4.9% | 0.00% | – |
| Q2 2023 | $198,038 | +1.7% | 4,247 | +2.9% | 0.00% | – |
| Q1 2023 | $194,765 | +9.5% | 4,129 | +8.3% | 0.00% | – |
| Q4 2022 | $177,934 | -2.8% | 3,813 | -3.8% | 0.00% | – |
| Q3 2022 | $183,000 | -27.1% | 3,964 | -24.8% | 0.00% | – |
| Q2 2022 | $251,000 | -11.3% | 5,274 | -9.7% | 0.00% | – |
| Q1 2022 | $283,000 | -5.4% | 5,842 | -1.2% | 0.00% | – |
| Q4 2021 | $299,000 | -19.8% | 5,911 | -19.1% | 0.00% | – |
| Q3 2021 | $373,000 | +418.1% | 7,303 | +415.7% | 0.00% | – |
| Q2 2021 | $72,000 | -1.4% | 1,416 | -1.6% | 0.00% | – |
| Q1 2021 | $73,000 | -42.1% | 1,439 | -41.4% | 0.00% | – |
| Q4 2020 | $126,000 | +223.1% | 2,454 | +223.3% | 0.00% | – |
| Q3 2020 | $39,000 | 0.0% | 759 | -0.1% | 0.00% | – |
| Q2 2020 | $39,000 | -30.4% | 760 | -32.2% | 0.00% | – |
| Q1 2020 | $56,000 | -30.9% | 1,121 | -30.3% | 0.00% | – |
| Q4 2019 | $81,000 | +39.7% | 1,609 | +38.9% | 0.00% | – |
| Q3 2019 | $58,000 | +34.9% | 1,158 | +33.7% | 0.00% | – |
| Q1 2019 | $43,000 | +2.4% | 866 | 0.0% | 0.00% | – |
| Q4 2018 | $42,000 | 0.0% | 866 | 0.0% | 0.00% | – |
| Q3 2018 | $42,000 | 0.0% | 866 | 0.0% | 0.00% | – |
| Q2 2018 | $42,000 | -2.3% | 866 | 0.0% | 0.00% | – |
| Q1 2018 | $43,000 | – | 866 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 1,218,387 | $56,392,088 | 3.82% |
| HF Advisory Group, LLC | 37,768 | $1,744,442 | 1.29% |
| ProVise Management Group, LLC | 69,057 | $3,196,256 | 0.30% |
| INVENIO WEALTH PARTNERS LLC | 5,658 | $261,876 | 0.24% |
| Winch Advisory Services, LLC | 9,985 | $462 | 0.17% |
| Herold Advisors, Inc. | 9,772 | $452,307 | 0.14% |
| Insight Advisors, LLC/ PA | 11,152 | $516,162 | 0.12% |
| Claro Advisors LLC | 6,868 | $317,880 | 0.08% |
| Strategic Financial Concepts, LLC | 4,747 | $219,711 | 0.07% |
| Team Financial Group, LLC | 1,861 | $86,135 | 0.07% |