Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 38 filers reported holding WISDOMTREE TR in Q1 2022. 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$43,068
-3.8%
9750.0%0.00%0.0%
Q2 2023$44,782
+6.5%
9750.0%0.00%0.0%
Q1 2023$42,030
+5.0%
9750.0%0.00%0.0%
Q4 2022$40,042
+8.2%
9750.0%0.00%0.0%
Q3 2022$37,000
-39.3%
975
-35.0%
0.00%0.0%
Q2 2022$61,000
-15.3%
1,5000.0%0.00%0.0%
Q1 2022$72,000
-6.5%
1,5000.0%0.00%0.0%
Q4 2021$77,000
+10.0%
1,5000.0%0.00%0.0%
Q3 2021$70,0000.0%1,5000.0%0.00%0.0%
Q2 2021$70,000
-100.0%
1,500
-72.7%
0.00%
-50.0%
Q1 2021$241,384,000
+395611.5%
5,496
+266.4%
0.00%
+100.0%
Q4 2020$61,000
+10.9%
1,5000.0%0.00%0.0%
Q3 2020$55,000
+10.0%
1,5000.0%0.00%0.0%
Q2 2020$50,000
+22.0%
1,5000.0%0.00%
-50.0%
Q1 2020$41,000
-29.3%
1,500
-5.7%
0.00%0.0%
Q4 2019$58,000
+9.4%
1,5900.0%0.00%0.0%
Q3 2019$53,0001,5900.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Charter Oak Capital Management, LLC 198,061$8,067,0001.10%
Opes Wealth Management LLC 9,125$372,0000.15%
M Holdings Securities, Inc. 35,850$1,460,0000.15%
My Legacy Advisors, LLC 6,348$264,0000.13%
GPS Wealth Strategies Group, LLC 6,151$251,0000.06%
IFP Advisors, Inc 21,240$1,619,0000.05%
Institute for Wealth Management, LLC. 5,019$204,0000.04%
SPINNAKER TRUST 10,810$440,0000.03%
Capital Advisors, Ltd. LLC 4,188$171,0000.03%
CFS Investment Advisory Services, LLC 4,974$203,0000.03%
View complete list of WISDOMTREE TR shareholders