Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$21,946
+69.5%
597
+60.5%
0.00%
Q2 2023$12,946
+10.3%
3720.0%0.00%
Q1 2023$11,733
-3.2%
3720.0%0.00%
Q4 2022$12,123
+10.2%
3720.0%0.00%
Q3 2022$11,0000.0%3720.0%0.00%
Q2 2022$11,000
-15.4%
3720.0%0.00%
Q1 2022$13,000
-59.4%
372
-57.3%
0.00%
Q4 2021$32,000
-3.0%
8720.0%0.00%
-100.0%
Q3 2021$33,000
+10.0%
8720.0%0.00%0.0%
Q2 2021$30,000
-100.0%
872
-86.0%
0.00%
-50.0%
Q1 2021$195,740,000
+1779354.5%
6,210
+1569.4%
0.00%
Q4 2020$11,000
+22.2%
3720.0%0.00%
Q3 2020$9,000
+28.6%
3720.0%0.00%
Q2 2020$7,000
+16.7%
3720.0%0.00%
Q1 2020$6,000
-33.3%
3720.0%0.00%
Q4 2019$9,000
+12.5%
3720.0%0.00%
Q3 2019$8,000
-11.1%
3720.0%0.00%
Q2 2019$9,000
-43.8%
372
-42.2%
0.00%
-100.0%
Q3 2018$16,000
-76.1%
644
-75.9%
0.00%
-75.0%
Q2 2018$67,0002,6690.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders