Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. 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$2,972,167
-0.8%
82,115
+1.3%
0.05%
+2.2%
Q2 2023$2,995,317
-3.5%
81,086
-1.7%
0.04%
-10.0%
Q1 2023$3,104,322
+3238.9%
82,452
+3081.0%
0.05%
+2400.0%
Q4 2022$92,975
+17.7%
2,5920.0%0.00%
+100.0%
Q3 2022$79,000
-12.2%
2,5920.0%0.00%
-50.0%
Q2 2022$90,000
-2.2%
2,592
+12.4%
0.00%
+100.0%
Q1 2022$92,000
+12.2%
2,307
+8.7%
0.00%0.0%
Q4 2021$82,000
+57.7%
2,122
+54.4%
0.00%0.0%
Q3 2021$52,000
-3.7%
1,3740.0%0.00%0.0%
Q2 2021$54,000
-100.0%
1,374
-50.0%
0.00%0.0%
Q1 2021$108,014,000
+179923.3%
2,748
+71.4%
0.00%0.0%
Q4 2020$60,000
+13.2%
1,603
+0.1%
0.00%0.0%
Q3 2020$53,000
-35.4%
1,602
-35.9%
0.00%
-50.0%
Q2 2020$82,000
-66.4%
2,500
-69.9%
0.00%
-77.8%
Q1 2020$244,000
+66.0%
8,298
+137.3%
0.01%
+125.0%
Q4 2019$147,000
+8.1%
3,497
+0.0%
0.00%
-20.0%
Q3 2019$136,000
+30.8%
3,496
+34.6%
0.01%
+25.0%
Q2 2019$104,000
+30.0%
2,597
+34.8%
0.00%0.0%
Q3 2018$80,000
-25.2%
1,926
-25.8%
0.00%
-33.3%
Q2 2018$107,000
-17.7%
2,596
-13.4%
0.01%
-33.3%
Q1 2018$130,000
-1.5%
2,9960.0%0.01%
-10.0%
Q4 2017$132,000
+4.8%
2,996
+3.5%
0.01%
-23.1%
Q3 2017$126,000
+121.1%
2,896
+110.5%
0.01%
+116.7%
Q2 2017$57,000
+3.6%
1,3760.0%0.01%
-25.0%
Q1 2017$55,0001,3760.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 159,355$6,218,0001.28%
Providence Wealth Advisors, LLC 33,820$1,320,0001.18%
Beacon Pointe Advisors, LLC 25,159$984,0000.42%
Beacon Pointe Wealth Advisors, LLC 43,463$1,698,0000.36%
WealthPLAN Partners, LLC 58,300$2,378,0000.32%
LVM CAPITAL MANAGEMENT LTD/MI 38,983$1,521,0000.32%
MADRONA FUNDS, LLC 9,293$363,0000.27%
Madrona Financial Services, LLC 9,293$363,0000.27%
Linscomb & Williams, Inc. 78,048$3,045,0000.24%
PrairieView Partners, LLC 24,765$966,0000.22%
View complete list of WISDOMTREE TR shareholders