Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 40 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,092
-87.8%
31
-87.9%
0.00%
Q2 2023$8,956
+761.2%
256
+725.8%
0.00%
Q1 2023$1,040
-92.3%
31
-92.8%
0.00%
Q4 2022$13,592
-9.4%
4310.0%0.00%
Q3 2022$15,0000.0%4310.0%0.00%
Q2 2022$15,0000.0%4310.0%0.00%
Q1 2022$15,0000.0%4310.0%0.00%
Q4 2021$15,000
-40.0%
431
-28.9%
0.00%
Q3 2021$25,0000.0%6060.0%0.00%
Q2 2021$25,000
-99.9%
606
-50.6%
0.00%
Q1 2021$47,788,000
+217118.2%
1,226
+110.7%
0.00%
Q4 2020$22,000
-33.3%
582
-38.9%
0.00%
-100.0%
Q3 2020$33,000
-26.7%
953
-26.4%
0.00%0.0%
Q2 2020$45,000
-2.2%
1,2940.0%0.00%
-50.0%
Q1 2020$46,000
-4.2%
1,2940.0%0.00%
+100.0%
Q4 2019$48,000
-64.7%
1,294
-63.9%
0.00%
-80.0%
Q3 2019$136,000
-54.1%
3,587
-54.3%
0.01%
-54.5%
Q2 2019$296,000
-79.9%
7,853
-79.2%
0.01%
-82.3%
Q1 2019$1,469,000
-36.7%
37,787
-36.9%
0.06%
-45.1%
Q4 2018$2,320,000
+115900.0%
59,859
+84208.5%
0.11%
Q2 2017$2,0000.0%710.0%0.00%
Q1 2017$2,000710.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Cambria Investment Management, L.P. 134,993$5,007,0001.70%
O'Dell Group, LLC 97,181$3,605,0001.40%
Efficient Advisors, LLC 232,016$8,606,0001.31%
IAG Wealth Partners, LLC 26,908$999,0000.41%
Advisors Preferred, LLC 28,826$1,070,0000.20%
Perigon Wealth Management, LLC 32,441$1,203,0000.14%
Almanack Investment Partners, LLC. 23,804$883,0000.10%
Jacobi Capital Management LLC 14,813$549,0000.09%
CX Institutional 23,324$865,0000.08%
Cedar Brook Financial Partners, LLC 5,754$213,0000.08%
View complete list of WISDOMTREE TR shareholders