Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 42 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$32,267
-3.7%
8590.0%0.00%
-100.0%
Q2 2023$33,499
+0.4%
8590.0%0.00%0.0%
Q1 2023$33,378
+7.6%
8590.0%0.00%0.0%
Q4 2022$31,027
+7.0%
859
-10.4%
0.00%0.0%
Q3 2022$29,000
-14.7%
9590.0%0.00%0.0%
Q2 2022$34,000
-10.5%
9590.0%0.00%0.0%
Q1 2022$38,000
-5.0%
9590.0%0.00%0.0%
Q4 2021$40,000
+2.6%
9590.0%0.00%0.0%
Q3 2021$39,000
-4.9%
9590.0%0.00%0.0%
Q2 2021$41,000
-99.9%
959
-50.0%
0.00%0.0%
Q1 2021$81,420,000
+208669.2%
1,918
+100.0%
0.00%0.0%
Q4 2020$39,000
-13.3%
959
-23.8%
0.00%0.0%
Q3 2020$45,0000.0%1,2590.0%0.00%0.0%
Q2 2020$45,000
+15.4%
1,2590.0%0.00%0.0%
Q1 2020$39,000
-26.4%
1,2590.0%0.00%
-50.0%
Q4 2019$53,000
+6.0%
1,2590.0%0.00%0.0%
Q3 2019$50,000
-2.0%
1,2590.0%0.00%0.0%
Q2 2019$51,000
-3.8%
1,2590.0%0.00%
-33.3%
Q3 2018$53,0000.0%1,2590.0%0.00%0.0%
Q2 2018$53,000
-1.9%
1,2590.0%0.00%
-25.0%
Q1 2018$54,0000.0%1,2590.0%0.00%0.0%
Q4 2017$54,000
+1.9%
1,2590.0%0.00%
-20.0%
Q3 2017$53,000
+3.9%
1,2590.0%0.01%
-16.7%
Q2 2017$51,0001,2590.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 80,150$3,267,0000.45%
XML Financial, LLC 52,395$2,136,0000.28%
Truvestments Capital LLC 4,566$186,0000.10%
Bedel Financial Consulting, Inc. 3,373$137,0000.05%
Larson Financial Group LLC 5,513$225,0000.04%
KESTRA PRIVATE WEALTH SERVICES, LLC 17,537$715,0000.04%
Cetera Advisor Networks LLC 28,112$1,146,0000.02%
Sigma Planning Corp 12,636$515,0000.02%
WEDBUSH SECURITIES INC 7,523$307,0000.02%
American Portfolios Advisors 9,365$381,7450.01%
View complete list of WISDOMTREE TR shareholders