Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUSC and the CUSIP is 97717X552. A total of 23 filers reported holding WISDOMTREE TR in Q3 2023. 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$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 Q3 2023
NameSharesValueWeighting ↓
WESCAP Management Group, Inc. 120,931$4,475,0001.24%
South Shore Capital Advisors 7,706$285,0000.46%
Intercontinental Wealth Advisors, LLC 45,360$1,679,0000.35%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 17,105$633,0000.18%
OSAIC HOLDINGS, INC. 620,913$22,979,0000.04%
4Thought Financial Group Inc. 1,271$47,0000.04%
Private Capital Group, LLC 2,386$88,0000.02%
KESTRA PRIVATE WEALTH SERVICES, LLC 9,217$341,0000.02%
JOHNSON INVESTMENT COUNSEL INC 33,131$1,226,0000.02%
Founders Financial Alliance, LLC 663$25,0000.01%
View complete list of WISDOMTREE TR shareholders