Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 296 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.3%.

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 2021
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders