Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 129 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$20,550
+15.0%
231
+20.9%
0.00%
Q2 2023$17,867
-42.8%
191
-44.0%
0.00%
-100.0%
Q1 2023$31,256
+13.5%
341
+13.7%
0.00%
Q4 2022$27,541
+14.8%
3000.0%0.00%
Q3 2022$24,000
+84.6%
300
+100.0%
0.00%
Q2 2022$13,000
-98.5%
150
-98.3%
0.00%
-100.0%
Q1 2022$890,000
-68.5%
8,982
-67.9%
0.01%
-67.4%
Q4 2021$2,826,000
-38.0%
27,946
-42.4%
0.04%
-44.9%
Q3 2021$4,556,000
-3.8%
48,482
-0.4%
0.08%
-2.5%
Q2 2021$4,734,000
-99.9%
48,679
-50.2%
0.08%
-1.2%
Q1 2021$9,213,978,000
+227293.3%
97,708
+101.9%
0.08%
-8.0%
Q4 2020$4,052,000
+17.2%
48,398
+5.6%
0.09%
+1.1%
Q3 2020$3,457,000
+2.4%
45,835
+0.1%
0.09%
-9.4%
Q2 2020$3,377,000
+35.1%
45,809
+18.4%
0.10%
+5.5%
Q1 2020$2,499,000
+204.8%
38,699
+336.5%
0.09%
+279.2%
Q4 2019$820,000
+5757.1%
8,866
+5115.3%
0.02%
+2300.0%
Q3 2017$14,000
+7.7%
170
+0.6%
0.00%0.0%
Q2 2017$13,0001690.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders