Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,803,692
-3.6%
74,805
-1.6%
0.04%
-2.3%
Q2 2023$2,908,978
-2.2%
76,012
-3.2%
0.04%
-8.3%
Q1 2023$2,973,074
+11.0%
78,528
+4.5%
0.05%
+4.3%
Q4 2022$2,677,356
+22.2%
75,122
+11.5%
0.05%
+12.2%
Q3 2022$2,191,000
-11.8%
67,360
+0.4%
0.04%
-10.9%
Q2 2022$2,485,000
-8.3%
67,114
+8.3%
0.05%
+9.5%
Q1 2022$2,711,000
+12.3%
61,943
+11.1%
0.04%
+13.5%
Q4 2021$2,415,000
+8.1%
55,743
+8.9%
0.04%
-2.6%
Q3 2021$2,234,000
-7.1%
51,200
-2.8%
0.04%
-7.3%
Q2 2021$2,406,000
-99.9%
52,660
-50.7%
0.04%
-2.4%
Q1 2021$4,740,422,000
+229571.6%
106,862
+113.0%
0.04%
-6.7%
Q4 2020$2,064,000
+16.2%
50,160
-0.5%
0.04%0.0%
Q3 2020$1,776,000
+2.3%
50,408
+4.9%
0.04%
-8.2%
Q2 2020$1,736,000
+5.7%
48,061
-5.7%
0.05%
-18.3%
Q1 2020$1,643,000
-39.9%
50,966
-14.6%
0.06%
-25.9%
Q4 2019$2,732,000
+11.0%
59,709
+0.2%
0.08%
-2.4%
Q3 2019$2,461,000
-12.7%
59,577
-5.6%
0.08%
-19.4%
Q2 2019$2,818,000
+0.8%
63,113
-1.1%
0.10%
-13.4%
Q1 2019$2,796,000
+28.3%
63,799
+17.5%
0.12%
+12.3%
Q4 2018$2,180,000
+9.4%
54,309
+19.0%
0.11%
+11.6%
Q3 2018$1,993,000
+0.6%
45,647
-1.3%
0.10%
-19.5%
Q2 2018$1,982,000
-27.3%
46,231
-19.0%
0.12%
-36.9%
Q1 2018$2,727,000
+5.0%
57,046
-0.4%
0.19%
-5.6%
Q4 2017$2,596,000
+11.7%
57,251
+5.9%
0.20%
-16.5%
Q3 2017$2,324,000
+7.8%
54,066
+2.8%
0.24%
-2.1%
Q2 2017$2,155,000
-4.3%
52,574
-4.6%
0.24%
-29.0%
Q1 2017$2,251,00055,1250.34%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders