Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. 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$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 Q1 2023
NameSharesValueWeighting ↓
White Pine Investment CO 66,413$3,713,0001.69%
PERRITT CAPITAL MANAGEMENT INC 58,421$3,266,0001.39%
NOESIS CAPITAL MANGEMENT CORP 71,302$3,986,000,0001.29%
Motley Fool Wealth Management, LLC 324,846$18,162,0001.20%
COURIER CAPITAL LLC 161,719$8,820,0001.15%
Financial Planning & Information Services, Inc. 22,422$1,254,0000.53%
IMA Wealth, Inc. 24,284$1,358,0000.51%
TFG Advisers LLC 13,248$740,0000.49%
GARRISON BRADFORD & ASSOCIATES INC 6,400$358,0000.49%
Bell Rock Capital LLC 5,422$298,0000.26%
View complete list of WISDOMTREE TR shareholders