Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 125 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,358
-6.0%
640.0%0.00%
Q2 2023$3,574
-4.2%
640.0%0.00%
Q1 2023$3,732
+6.6%
640.0%0.00%
Q4 2022$3,502
+16.7%
640.0%0.00%
Q3 2022$3,000
-25.0%
640.0%0.00%
Q2 2022$4,0000.0%640.0%0.00%
Q1 2022$4,000
-20.0%
640.0%0.00%
Q4 2021$5,0000.0%640.0%0.00%
Q3 2021$5,0000.0%640.0%0.00%
Q2 2021$5,000
-100.0%
64
-96.6%
0.00%
-100.0%
Q1 2021$129,536,000
+1295260.0%
1,860
+927.6%
0.00%
Q3 2019$10,000
+11.1%
181
+16.0%
0.00%
Q2 2019$9,000
-85.9%
156
-84.5%
0.00%
-100.0%
Q3 2018$64,000
-58.2%
1,004
-57.0%
0.00%
-66.7%
Q2 2018$153,000
+168.4%
2,337
+183.6%
0.01%
+125.0%
Q1 2018$57,000
-1.7%
824
+0.1%
0.00%0.0%
Q4 2017$58,000
+3.6%
823
+0.4%
0.00%
-33.3%
Q3 2017$56,000
+7.7%
820
+0.6%
0.01%0.0%
Q2 2017$52,000
+10.6%
815
+1.6%
0.01%
-14.3%
Q1 2017$47,0008020.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders