Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 95 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$392,754
+44.8%
10,050
+44.1%
0.00%
+33.3%
Q1 2024$271,258
+9.5%
6,975
+4.1%
0.00%0.0%
Q4 2023$247,833
-2.5%
6,700
-11.8%
0.00%
-25.0%
Q3 2023$254,220
+4.4%
7,600
+11.8%
0.00%0.0%
Q2 2023$243,576
-41.2%
6,800
-41.8%
0.00%
-42.9%
Q1 2023$414,112
+817.9%
11,675
+733.9%
0.01%
+600.0%
Q4 2022$45,115
+18.7%
1,4000.0%0.00%0.0%
Q3 2022$38,000
-13.6%
1,4000.0%0.00%0.0%
Q2 2022$44,000
-58.9%
1,400
-48.1%
0.00%
-50.0%
Q1 2022$107,000
+75.4%
2,700
+92.9%
0.00%
+100.0%
Q4 2021$61,000
+7.0%
1,4000.0%0.00%0.0%
Q3 2021$57,000
+35.7%
1,400
+40.0%
0.00%0.0%
Q2 2021$42,000
-100.0%
1,000
-37.5%
0.00%0.0%
Q1 2021$124,208,0001,6000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Royal Fund Management, LLC 37,262$2,127,0000.70%
B. Riley Financial, Inc. 12,222$698,0000.18%
3D ASSET MANAGEMENT, INC 11,054$631,0000.15%
Squar Milner Financial Services LLC 2,385$136,0000.12%
Jacobi Capital Management LLC 541$31,0000.01%
Carroll Financial Associates, Inc. 1,219$69,0000.01%
Private Advisor Group, LLC 6,842$390,0000.01%
Chicago Partners Investment Group LLC 522$30,0000.01%
American Portfolios Advisors 537$30,6570.00%
JANE STREET GROUP, LLC 20,578$1,175,0000.00%
View complete list of WISDOMTREE TR shareholders