Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 301 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,092,249
+16.1%
32,954
+21.9%
0.03%
+18.5%
Q2 2023$1,801,886
+44.0%
27,031
+34.7%
0.03%
+35.0%
Q1 2023$1,251,288
+51.8%
20,072
+47.0%
0.02%
+42.9%
Q4 2022$824,457
+17.6%
13,659
+5.0%
0.01%
+7.7%
Q3 2022$701,000
+11.6%
13,009
+18.7%
0.01%
+8.3%
Q2 2022$628,000
-9.4%
10,963
+0.8%
0.01%
+9.1%
Q1 2022$693,000
-2.7%
10,877
+0.6%
0.01%0.0%
Q4 2021$712,000
+11.1%
10,810
-0.8%
0.01%0.0%
Q3 2021$641,000
-9.3%
10,900
-8.0%
0.01%
-8.3%
Q2 2021$707,000
-100.0%
11,848
-71.0%
0.01%
-40.0%
Q1 2021$2,332,748,000
+185185.8%
40,790
+74.8%
0.02%
-25.9%
Q4 2020$1,259,000
+8.6%
23,329
-0.3%
0.03%
-6.9%
Q3 2020$1,159,000
+1.8%
23,388
-6.5%
0.03%
-9.4%
Q2 2020$1,138,000
+11.5%
25,015
-4.7%
0.03%
-13.5%
Q1 2020$1,021,000
-28.3%
26,250
-10.6%
0.04%
-11.9%
Q4 2019$1,423,000
+37.6%
29,376
+28.1%
0.04%
+20.0%
Q3 2019$1,034,000
+44.8%
22,935
+40.0%
0.04%
+34.6%
Q2 2019$714,000
+18.6%
16,380
+17.1%
0.03%0.0%
Q1 2019$602,000
+568.9%
13,983
+586.1%
0.03%
+550.0%
Q3 2018$90,000
+7.1%
2,0380.0%0.00%
-20.0%
Q2 2018$84,000
-41.3%
2,038
-42.8%
0.01%
-50.0%
Q1 2018$143,000
-2.7%
3,563
+0.4%
0.01%
-9.1%
Q4 2017$147,000
+9.7%
3,550
+0.7%
0.01%
-21.4%
Q3 2017$134,000
+4.7%
3,524
+1.0%
0.01%0.0%
Q2 2017$128,000
+4.9%
3,490
+0.7%
0.01%
-22.2%
Q1 2017$122,0003,4660.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,283,107$485,491,90033.88%
Lauer Wealth, LLC 258,723$17,559,54918.15%
Choice Wealth Advisors, LLC 341,740$22,780,35715.50%
Prestige Wealth Management Group LLC 785,967$52,392,57812.41%
Spinnaker Investment Group, LLC 559,854$37,402,66812.32%
Astoria Portfolio Advisors LLC. 436,694$29,241,02811.32%
Private Wealth Strategies, L.L.C. 691,653$46,105,56811.08%
PALO ALTO WEALTH ADVISORS, LLC 206,434$13,760,89010.98%
Aspire Capital Advisors LLC 329,876$21,989,52310.68%
CONTINUUM WEALTH ADVISORS, LLC 211,833$14,120,78810.00%
View complete list of WISDOMTREE TR shareholders