Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 39 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$42,731
-6.5%
2,7200.0%0.00%0.0%
Q2 2023$45,723
-1.2%
2,7200.0%0.00%0.0%
Q1 2023$46,293
+3.7%
2,7200.0%0.00%0.0%
Q4 2022$44,636
+6.3%
2,7200.0%0.00%0.0%
Q3 2022$42,000
-16.0%
2,7200.0%0.00%0.0%
Q2 2022$50,000
-20.6%
2,7200.0%0.00%0.0%
Q1 2022$63,000
-4.5%
2,7200.0%0.00%0.0%
Q4 2021$66,000
+43.5%
2,720
+48.6%
0.00%0.0%
Q3 2021$46,000
-6.1%
1,8300.0%0.00%0.0%
Q2 2021$49,000
-99.9%
1,830
-50.0%
0.00%0.0%
Q1 2021$97,136,000
+206572.3%
3,660
+100.0%
0.00%0.0%
Q4 2020$47,000
+6.8%
1,8300.0%0.00%0.0%
Q3 2020$44,000
-67.6%
1,830
-67.8%
0.00%
-75.0%
Q2 2020$136,000
-34.6%
5,691
-40.0%
0.00%
-50.0%
Q1 2020$208,000
-43.9%
9,478
-19.9%
0.01%
-27.3%
Q4 2019$371,000
+22.8%
11,837
+14.6%
0.01%
+10.0%
Q3 2019$302,000
+11.9%
10,332
+16.3%
0.01%0.0%
Q2 2019$270,000
-28.2%
8,881
-24.2%
0.01%
-37.5%
Q1 2019$376,000
+11.9%
11,715
-3.3%
0.02%0.0%
Q4 2018$336,000
+73.2%
12,115
+83.6%
0.02%
+77.8%
Q3 2018$194,0006,6000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
SignalPoint Asset Management, LLC 31,107$798,0000.30%
HHM Wealth Advisors, LLC 29,386$754,0000.26%
Lester Murray Antman dba SimplyRich 17,831$457,0000.20%
Newport Capital Group, LLC 8,677$223,0000.19%
One Capital Management, LLC 45,815$1,175,0000.14%
ROCKLAND TRUST CO 63,483$1,628,0000.13%
Continuum Advisory, LLC 8,643$222,0000.10%
Wealthstreet Investment Advisors, LLC 27,117$695,0000.07%
JAMES INVESTMENT RESEARCH INC 23,891$612,0000.06%
Freedom Investment Management, Inc. 15,896$408,0000.04%
View complete list of WISDOMTREE TR shareholders