Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$381,149
-3.5%
9,649
+100.0%
0.01%0.0%
Q2 2023$394,946
-12.9%
4,824
-12.5%
0.01%
-14.3%
Q1 2023$453,462
+17.5%
5,5160.0%0.01%0.0%
Q4 2022$385,892
+12.5%
5,516
+0.0%
0.01%
+16.7%
Q3 2022$343,000
+2.4%
5,515
+7.9%
0.01%0.0%
Q2 2022$335,000
-11.1%
5,109
-0.3%
0.01%0.0%
Q1 2022$377,000
-8.3%
5,1220.0%0.01%0.0%
Q4 2021$411,000
+5.4%
5,1220.0%0.01%
-14.3%
Q3 2021$390,000
-0.3%
5,1220.0%0.01%0.0%
Q2 2021$391,000
-100.0%
5,122
-67.7%
0.01%
-30.0%
Q1 2021$1,153,752,000
+367336.9%
15,856
+235.0%
0.01%
+42.9%
Q4 2020$314,000
+9.4%
4,733
+1.8%
0.01%0.0%
Q3 2020$287,000
-9.5%
4,651
-10.9%
0.01%
-22.2%
Q2 2020$317,000
-37.7%
5,222
-47.5%
0.01%
-52.6%
Q1 2020$509,000
-66.9%
9,951
-54.3%
0.02%
-57.8%
Q4 2019$1,538,000
+9.0%
21,788
+3.8%
0.04%
-6.2%
Q3 2019$1,411,000
+53.9%
20,983
+51.3%
0.05%
+41.2%
Q2 2019$917,000
+6.6%
13,871
+3.0%
0.03%
-5.6%
Q1 2019$860,000
+45.3%
13,464
+28.3%
0.04%
+24.1%
Q4 2018$592,000
-20.7%
10,494
-11.1%
0.03%
-19.4%
Q3 2018$747,000
-13.3%
11,809
-13.5%
0.04%
-29.4%
Q2 2018$862,000
-51.6%
13,648
-51.9%
0.05%
-58.2%
Q1 2018$1,780,000
+60.5%
28,381
+63.0%
0.12%
+43.5%
Q4 2017$1,109,000
+30.3%
17,412
+32.3%
0.08%
-2.3%
Q3 2017$851,000
+8.7%
13,157
+4.7%
0.09%
-1.1%
Q2 2017$783,000
-0.8%
12,5630.0%0.09%
-26.1%
Q1 2017$789,00012,5630.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$32,703,00033.04%
Financial Advantage, Inc. 163,718$11,016,0007.51%
Permanens Capital L.P. 327,043$22,007,0006.16%
Premia Global Advisors, LLC 39,018$2,626,0004.53%
TPG Financial Advisors, LLC 55,451$3,731,0003.36%
GenTrust, LLC 312,901$21,055,0003.31%
Astor Investment Management LLC 254,718$17,139,0002.74%
BANK OF STOCKTON 69,279$4,661,0002.04%
Intercontinental Wealth Advisors, LLC 43,935$2,956,0001.82%
Conservest Capital Advisors, Inc. 185,810$12,503,0001.81%
View complete list of WISDOMTREE TR shareholders