WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 44 filers reported holding WISDOMTREE TR in Q1 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KWB Wealth | 262,974 | $13,530,000 | 2.82% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 59,294 | $3,051,000 | 1.73% |
| ProVise Management Group, LLC | 96,373 | $4,958,000 | 0.57% |
| Truadvice, LLC | 17,446 | $897,000 | 0.27% |
| Ahrens Investment Partners LLC | 8,000 | $412,000 | 0.22% |
| Insight Advisors, LLC/ PA | 11,258 | $579,000 | 0.22% |
| TrueWealth Advisors, LLC | 4,321 | $222,000 | 0.19% |
| Savant Capital, LLC | 37,114 | $1,910,000 | 0.11% |
| Retirement Group, LLC | 4,402 | $226,000 | 0.10% |
| OneDigital Investment Advisors LLC | 36,308 | $1,868,000 | 0.10% |