Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. 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$406,380
-9.4%
5,206
-7.6%
0.01%
-14.3%
Q2 2023$448,457
+94.0%
5,636
+100.6%
0.01%
+75.0%
Q1 2023$231,179
+41.7%
2,810
+48.2%
0.00%
+33.3%
Q4 2022$163,170
+13.3%
1,8960.0%0.00%0.0%
Q3 2022$144,000
-77.3%
1,896
-75.4%
0.00%
-75.0%
Q2 2022$634,000
+1.9%
7,701
+9.0%
0.01%
+20.0%
Q1 2022$622,000
+498.1%
7,065
+460.7%
0.01%
+400.0%
Q4 2021$104,000
+4.0%
1,260
-2.9%
0.00%0.0%
Q3 2021$100,000
-1.0%
1,2970.0%0.00%0.0%
Q2 2021$101,000
-100.0%
1,297
-96.3%
0.00%
-91.3%
Q1 2021$2,672,790,000
+2969666.7%
35,030
+2600.8%
0.02%
+1050.0%
Q4 2020$90,000
-43.4%
1,297
-49.1%
0.00%
-50.0%
Q3 2020$159,000
-23.6%
2,547
-23.9%
0.00%
-33.3%
Q2 2020$208,000
-27.0%
3,347
-33.7%
0.01%
-40.0%
Q1 2020$285,000
-34.6%
5,047
-11.3%
0.01%
-23.1%
Q4 2019$436,000
+3.1%
5,6870.0%0.01%
-7.1%
Q3 2019$423,000
+185.8%
5,687
+178.1%
0.01%
+180.0%
Q2 2019$148,000
-53.5%
2,045
-53.7%
0.01%
-66.7%
Q3 2018$318,000
-16.5%
4,413
-19.1%
0.02%
-34.8%
Q2 2018$381,000
+154.0%
5,452
+146.9%
0.02%
+130.0%
Q1 2018$150,000
+2.7%
2,208
+10.2%
0.01%
-9.1%
Q4 2017$146,000
+1.4%
2,004
-3.2%
0.01%
-26.7%
Q3 2017$144,000
+311.4%
2,070
+301.9%
0.02%
+275.0%
Q2 2017$35,0000.0%515
+0.4%
0.00%
-20.0%
Q1 2017$35,0005130.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 324,234$24,960,0002.89%
Linscomb & Williams, Inc. 421,386$32,438,0001.67%
PBMares Wealth Management LLC 37,727$2,904,0001.38%
ShoreHaven Wealth Partners, LLC 25,485$1,961,0001.02%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,547,0000.90%
Evanson Asset Management, LLC 110,522$8,601,0000.88%
Harvest Investment Services, LLC 20,868$1,606,0000.66%
CADENCE BANK NA 20,683$1,592,0000.47%
PSI Advisors, LLC 9,610$740,0000.34%
LVM CAPITAL MANAGEMENT LTD/MI 27,292$2,101,0000.32%
View complete list of WISDOMTREE TR shareholders