Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 39 filers reported holding WISDOMTREE TR in Q2 2023. 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
Q4 2023$47,958
+11.4%
9750.0%0.00%0.0%
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 Q2 2023
NameSharesValueWeighting ↓
M Holdings Securities, Inc. 35,850$1,116,0000.34%
Ironsides Asset Advisors, LLC 26,450$824,0000.32%
Clearwater Capital Advisors, LLC 26,088$812,0000.17%
First Heartland Consultants, Inc. 6,779$211,0000.06%
Capital Advisors, Ltd. LLC 4,188$130,0000.04%
SIGNET FINANCIAL MANAGEMENT, LLC 3,405$106,0000.02%
LADENBURG THALMANN FINANCIAL SERVICES INC. 41,187$1,283,0000.01%
SYNOVUS FINANCIAL CORP 13,515$421,0000.01%
Cambridge Investment Research Advisors, Inc. 12,990$405,0000.01%
JANE STREET GROUP, LLC 38,344$1,194,0000.00%
View complete list of WISDOMTREE TR shareholders