Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 35 filers reported holding WISDOMTREE TR in Q4 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$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 2021
NameSharesValueWeighting ↓
HHM Wealth Advisors, LLC 51,001$1,638,0001.05%
Lester Murray Antman dba SimplyRich 23,154$744,0000.60%
SignalPoint Asset Management, LLC 30,698$986,0000.43%
Brinker Capital Investments, LLC 245,745$7,893,0000.25%
Wealthstreet Investment Advisors, LLC 31,174$1,001,0000.13%
ROCKLAND TRUST CO 31,322$1,006,0000.11%
MISSION WEALTH MANAGEMENT, LP 17,380$558,0000.06%
Advisors Preferred, LLC 3,222$103,0000.03%
Ceros Financial Services Inc. 3,222$103,0000.03%
Steward Partners Investment Advisory, LLC 11,715$376,0000.02%
View complete list of WISDOMTREE TR shareholders