Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 65 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$5,366
-11.8%
1750.0%0.00%
Q1 2023$6,087
+0.1%
1750.0%0.00%
Q4 2022$6,080
+1.3%
1750.0%0.00%
Q3 2022$6,000
-14.3%
1750.0%0.00%
Q2 2022$7,000
-63.2%
175
-63.2%
0.00%
Q1 2022$19,000
-29.6%
475
-13.6%
0.00%
Q4 2021$27,000
-64.5%
550
-61.4%
0.00%
-100.0%
Q3 2021$76,000
-65.8%
1,425
-56.8%
0.00%
-75.0%
Q2 2021$222,000
-99.9%
3,295
-51.4%
0.00%0.0%
Q1 2021$441,988,000
+261431.4%
6,780
+164.3%
0.00%0.0%
Q4 2020$169,000
+16800.0%
2,565
+17000.0%
0.00%
Q3 2018$1,0000.0%150.0%0.00%
Q2 2018$1,000150.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Syntal Capital Partners, LLC 8,724$752,0000.23%
Advisor Group, Inc. 10,444$901,0000.01%
PNC FINANCIAL SERVICES GROUP, INC. 82,700$7,130,0000.01%
Prime Capital Investment Advisors, LLC 100$9,0000.01%
American Portfolios Advisors 540$46,5590.01%
JANE STREET GROUP, LLC 23,822$2,054,0000.01%
Creative Planning 14,518$1,252,0000.01%
WHITTIER TRUST CO OF NEVADA INC 490$42,0000.00%
Advisory Services Network, LLC 133$11,0000.00%
ROYAL BANK OF CANADA 35,476$3,059,0000.00%
View complete list of WISDOMTREE TR shareholders