Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 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$533,475
+9.2%
12,329
+13.1%
0.01%
+14.3%
Q2 2023$488,384
-0.7%
10,899
-4.2%
0.01%
-12.5%
Q1 2023$491,851
+1.5%
11,380
+0.0%
0.01%0.0%
Q4 2022$484,626
+8.7%
11,379
+0.0%
0.01%0.0%
Q3 2022$446,000
-4.7%
11,377
+0.0%
0.01%
-11.1%
Q2 2022$468,000
+23.8%
11,375
+44.5%
0.01%
+50.0%
Q1 2022$378,000
-5.5%
7,873
+1.3%
0.01%0.0%
Q4 2021$400,000
+6.7%
7,773
+0.1%
0.01%0.0%
Q3 2021$375,000
+41.5%
7,769
+44.7%
0.01%
+50.0%
Q2 2021$265,000
-100.0%
5,368
-72.8%
0.00%
-50.0%
Q1 2021$934,808,000
+455903.9%
19,730
+274.6%
0.01%
+100.0%
Q4 2020$205,000
+29.7%
5,267
-0.6%
0.00%0.0%
Q3 2020$158,000
+6.0%
5,300
+1.0%
0.00%0.0%
Q2 2020$149,000
-6.9%
5,248
-27.1%
0.00%
-33.3%
Q1 2020$160,000
-37.5%
7,198
+7.9%
0.01%
-25.0%
Q4 2019$256,000
+25.5%
6,673
+16.1%
0.01%
+14.3%
Q3 2019$204,000
+240.0%
5,748
+243.2%
0.01%
+250.0%
Q2 2019$60,000
+36.4%
1,675
+52.3%
0.00%0.0%
Q3 2018$44,0001,1000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb & Williams, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders