Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 50 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
Q4 2021$452,000
-1.7%
6,331
+5.8%
0.01%
-12.5%
Q3 2021$460,000
+5.0%
5,986
+0.8%
0.01%
+14.3%
Q2 2021$438,000
-99.9%
5,936
-48.1%
0.01%
-12.5%
Q1 2021$871,772,000
+222290.8%
11,430
+111.4%
0.01%0.0%
Q4 2020$392,000
+6.5%
5,406
+2.8%
0.01%
-11.1%
Q3 2020$368,000
-61.4%
5,260
-64.7%
0.01%
-66.7%
Q2 2020$953,000
+5.8%
14,906
-3.9%
0.03%
-18.2%
Q1 2020$901,000
-18.6%
15,508
+3.0%
0.03%0.0%
Q4 2019$1,107,000
+7.0%
15,056
-0.0%
0.03%
-5.7%
Q3 2019$1,035,000
+7.9%
15,061
+3.8%
0.04%0.0%
Q2 2019$959,000
-1.1%
14,513
+1.9%
0.04%
-14.6%
Q1 2019$970,000
+10.6%
14,237
+4.5%
0.04%
-4.7%
Q4 2018$877,000
-13.6%
13,621
+3.9%
0.04%
-10.4%
Q3 2018$1,015,000
+7.2%
13,115
+6.6%
0.05%
-15.8%
Q2 2018$947,000
+651.6%
12,301
+688.0%
0.06%
+533.3%
Q1 2018$126,000
+80.0%
1,561
+78.0%
0.01%
+80.0%
Q4 2017$70,000
+59.1%
877
+48.1%
0.01%
+25.0%
Q3 2017$44,0005920.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Schoolcraft Capital LLC 123,876$7,051,0432.39%
Motley Fool Wealth Management, LLC 297,914$16,957,0001.11%
Barry Investment Advisors, LLC 50,078$2,850,0000.98%
ROBERTS GLORE & CO INC /IL/ 7,789$443,0000.16%
3EDGE Asset Management, LP 24,925$1,419,0000.11%
Lansing Street Advisors 2,305$131,0000.10%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,693$324,0000.10%
E&G Advisors, LP 3,661$208,0000.08%
Paragon Capital Management Ltd 4,200$239,0000.07%
Vontobel Holding Ltd. 84,267$4,796,0000.06%
View complete list of WISDOMTREE TR shareholders