Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUSC and the CUSIP is 97717X552. A total of 22 filers reported holding WISDOMTREE TR in Q4 2022. 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$4,064
-1.8%
1230.0%0.00%
Q2 2023$4,139
-0.6%
1230.0%0.00%
Q1 2023$4,164
+8.5%
1230.0%0.00%
Q4 2022$3,839
+28.0%
1230.0%0.00%
Q3 2022$3,000
-25.0%
1230.0%0.00%
Q2 2022$4,0000.0%1230.0%0.00%
Q1 2022$4,000
-20.0%
1230.0%0.00%
Q4 2021$5,000
+25.0%
1230.0%0.00%
Q3 2021$4,0000.0%1230.0%0.00%
Q2 2021$4,000
-100.0%
123
-98.1%
0.00%
-100.0%
Q1 2021$221,766,000
+5544050.0%
6,532
+5210.6%
0.00%
Q4 2020$4,000
+33.3%
1230.0%0.00%
Q3 2020$3,0000.0%1230.0%0.00%
Q2 2020$3,000
+50.0%
1230.0%0.00%
Q1 2020$2,000
-50.0%
1230.0%0.00%
Q4 2019$4,000
+33.3%
1230.0%0.00%
Q3 2019$3,0000.0%1230.0%0.00%
Q2 2019$3,000
-40.0%
123
-23.1%
0.00%
Q3 2018$5,000
-85.7%
160
-86.4%
0.00%
-100.0%
Q2 2018$35,0001,1750.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
WESCAP Management Group, Inc. 708,458$21,275,00010.26%
Janney Capital Management LLC 1,808,346$54,305,0002.39%
Clearwater Capital Advisors, LLC 147,262$4,422,0000.91%
Intercontinental Wealth Advisors, LLC 17,302$520,0000.29%
Risk Paradigm Group, LLC 4,765$143,093,0000.28%
DELTEC ASSET MANAGEMENT LLC 24,908$748,0000.15%
Almanack Investment Partners, LLC. 10,607$319,0000.14%
OLD MISSION CAPITAL LLC 18,734$563,0000.06%
Private Capital Group, LLC 7,445$223,0000.05%
Tortoise Investment Management, LLC 5,705$171,0000.05%
View complete list of WISDOMTREE TR shareholders