Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is RESE and the CUSIP is 97717X214. A total of 20 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,000
-93.8%
19
-96.1%
0.00%
Q1 2022$16,000
-5.9%
4860.0%0.00%
Q4 2021$17,0000.0%4860.0%0.00%
Q3 2021$17,000
-10.5%
4860.0%0.00%
Q2 2021$19,000
-99.9%
486
-50.0%
0.00%
Q1 2021$36,652,000
+215500.0%
972
+100.0%
0.00%
Q4 2020$17,000
+21.4%
486
+4.1%
0.00%
Q3 2020$14,000
+7.7%
467
-2.7%
0.00%
Q2 2020$13,000
+18.2%
4800.0%0.00%
Q1 2020$11,000
-26.7%
4800.0%0.00%
Q4 2019$15,000
+7.1%
4800.0%0.00%
Q3 2019$14,0004800.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
SHINE INVESTMENT ADVISORY SERVICES INC 12,807$397,0000.20%
Well Done, LLC 16,265$503,0000.15%
Cambridge Investment Research Advisors, Inc. 322,599$9,994,0000.11%
Acorn Wealth Advisors, LLC 599$18,0000.02%
D.A. DAVIDSON & CO. 18,300$567,0000.01%
CWM, LLC 10,087$312,0000.01%
JANE STREET GROUP, LLC 87,072$2,697,0000.01%
Perennial Advisors, LLC 150$5,0000.00%
SIGNET FINANCIAL MANAGEMENT, LLC 450$14,0000.00%
LPL Financial LLC 18,989$588,0000.00%
View complete list of WISDOMTREE TR shareholders