Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USFR and the CUSIP is 97717X628. A total of 130 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$304,0000.0%12,1160.0%0.01%0.0%
Q3 2021$304,000
-14.8%
12,116
-14.8%
0.01%
-16.7%
Q2 2021$357,000
-100.0%
14,216
-81.7%
0.01%
-64.7%
Q1 2021$1,949,016,000
+474113.1%
77,650
+373.7%
0.02%
+88.9%
Q4 2020$411,000
-25.7%
16,392
-25.6%
0.01%
-35.7%
Q3 2020$553,000
-42.1%
22,032
-42.0%
0.01%
-48.1%
Q2 2020$955,000
-90.5%
38,013
-90.5%
0.03%
-92.6%
Q1 2020$10,035,000
+3914.0%
399,672
+3896.7%
0.37%
+5142.9%
Q4 2019$250,000
+380.8%
10,000
+376.9%
0.01%
+250.0%
Q3 2019$52,000
-54.8%
2,097
-54.6%
0.00%
-50.0%
Q2 2019$115,0004,6150.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Aurora Private Wealth, Inc. 585,782$14,703,0006.22%
Clearview Wealth Advisors LLC 182,777$4,588,0003.08%
Newport Wealth Strategies, Inc. 154,181$3,871,0002.90%
Addison Advisors LLC 95,964$2,409,0002.31%
United Asset Strategies, Inc. 517,559$12,991,0002.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 406,582$10,205,0001.97%
QUEST CAPITAL MANAGEMENT INC /ADV 290,437$7,290,0001.70%
FURE FINANCIAL CORP 94,046$2,361,0001.68%
1900 WEALTH MANAGEMENT LLC 476,818$11,969,0001.40%
Private Wealth Strategies, L.L.C. 144,008$3,615,0001.09%
View complete list of WISDOMTREE TR shareholders