Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 170 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,763,853
+1489.5%
19,987
+1399.4%
0.03%
+1250.0%
Q2 2023$110,972
+38.5%
1,333
+17.7%
0.00%
+100.0%
Q1 2023$80,126
+10.0%
1,1330.0%0.00%0.0%
Q4 2022$72,841
+4.1%
1,1330.0%0.00%0.0%
Q3 2022$70,000
-1.4%
1,1330.0%0.00%0.0%
Q2 2022$71,000
-2.7%
1,1330.0%0.00%0.0%
Q1 2022$73,000
+2.8%
1,1330.0%0.00%0.0%
Q4 2021$71,000
-1.4%
1,1330.0%0.00%0.0%
Q3 2021$72,000
+4.3%
1,1330.0%0.00%0.0%
Q2 2021$69,000
-100.0%
1,133
-67.6%
0.00%
-50.0%
Q1 2021$214,218,000
+2677625.0%
3,492
+2342.0%
0.00%
Q4 2020$8,000
+14.3%
143
+7.5%
0.00%
Q3 2020$7,000
+16.7%
1330.0%0.00%
Q2 2020$6,000
-91.3%
133
-92.0%
0.00%
-100.0%
Q1 2020$69,000
-51.4%
1,654
-37.7%
0.00%
-25.0%
Q4 2019$142,000
+2.9%
2,654
-3.6%
0.00%
-20.0%
Q3 2019$138,000
-15.3%
2,752
-17.9%
0.01%
-16.7%
Q2 2019$163,0000.0%3,352
+19.5%
0.01%
-25.0%
Q3 2018$163,000
-7.9%
2,804
-14.7%
0.01%
-27.3%
Q2 2018$177,000
+86.3%
3,286
+92.6%
0.01%
+57.1%
Q1 2018$95,000
-48.6%
1,706
-45.4%
0.01%
-50.0%
Q4 2017$185,000
+184.6%
3,123
+162.2%
0.01%
+100.0%
Q3 2017$65,000
-99.0%
1,191
-99.0%
0.01%
-99.0%
Q2 2017$6,376,000
+10.0%
122,632
+7.1%
0.72%
-18.4%
Q1 2017$5,795,000114,4810.88%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders