Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 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$626,801
-5.6%
22,227
-3.6%
0.01%0.0%
Q2 2023$663,725
+0.8%
23,0540.0%0.01%
-9.1%
Q1 2023$658,422
+0.2%
23,054
-0.2%
0.01%0.0%
Q4 2022$657,078
+19.0%
23,104
+7.7%
0.01%
+10.0%
Q3 2022$552,000
-8.8%
21,4550.0%0.01%
-9.1%
Q2 2022$605,000
-15.1%
21,455
-4.1%
0.01%0.0%
Q1 2022$713,000
-0.6%
22,362
+2.5%
0.01%0.0%
Q4 2021$717,000
+30.8%
21,812
+22.6%
0.01%
+22.2%
Q3 2021$548,0000.0%17,787
+3.5%
0.01%0.0%
Q2 2021$548,000
-100.0%
17,187
-88.9%
0.01%
-78.6%
Q1 2021$4,816,896,000
+1047051.3%
154,636
+794.4%
0.04%
+320.0%
Q4 2020$460,000
+30.7%
17,290
+3.6%
0.01%
+11.1%
Q3 2020$352,000
-8.6%
16,690
-8.2%
0.01%
-18.2%
Q2 2020$385,000
+4.1%
18,190
-11.6%
0.01%
-21.4%
Q1 2020$370,000
-85.2%
20,588
-76.4%
0.01%
-81.1%
Q4 2019$2,504,000
+5.3%
87,317
+0.4%
0.07%
-7.5%
Q3 2019$2,379,000
+26.8%
86,940
+25.6%
0.08%
+15.9%
Q2 2019$1,876,000
+5.9%
69,215
+7.6%
0.07%
-8.0%
Q1 2019$1,771,000
+727.6%
64,318
+636.1%
0.08%
+650.0%
Q4 2018$214,000
-34.4%
8,738
-20.4%
0.01%
-37.5%
Q3 2018$326,000
-3.6%
10,984
-3.6%
0.02%
-20.0%
Q2 2018$338,000
+302.4%
11,392
+267.8%
0.02%
+233.3%
Q1 2018$84,000
-5.6%
3,097
+0.2%
0.01%
-14.3%
Q4 2017$89,000
+3.5%
3,092
+201.1%
0.01%
-22.2%
Q3 2017$86,000
+4.9%
1,027
+0.3%
0.01%0.0%
Q2 2017$82,0000.0%1,024
+0.2%
0.01%
-25.0%
Q1 2017$82,0001,0220.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 505,750$9,113,631,00011.58%
EisnerAmper Wealth Management Corporate Benefits, LLC 397,375$7,161,0004.86%
Stevard, LLC 161,435$4,097,0002.64%
CAPITAL WEALTH MANAGEMENT, LLC 99,748$1,798,0002.25%
Starfire Investment Advisers, Inc. 219,761$3,960,0002.18%
Opus Capital Group, LLC 284,341$5,124,0001.81%
Salomon & Ludwin, LLC 370,598$6,678,0001.72%
BCS Wealth Management 135,492$2,442,0001.71%
HC FINANCIAL ADVISORS INC 97,184$1,751,0001.56%
John W. Brooker & Co., CPAs 104,393$1,881,0001.36%
View complete list of WISDOMTREE TR shareholders