Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. 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$2,963
-6.5%
1000.0%0.00%
Q2 2023$3,170
+6.7%
1000.0%0.00%
Q1 2023$2,970
+18.4%
1000.0%0.00%
Q4 2022$2,508
-16.4%
1000.0%0.00%
Q3 2022$3,000
-40.0%
100
-14.5%
0.00%
Q1 2022$5,000
-16.7%
1170.0%0.00%
Q4 2021$6,000
-14.3%
1170.0%0.00%
Q3 2021$7,0000.0%117
-2.5%
0.00%
Q2 2021$7,000
-100.0%
120
-95.6%
0.00%
-100.0%
Q1 2021$130,802,000
+318929.3%
2,716
+252.7%
0.00%0.0%
Q4 2020$41,000
+24.2%
7700.0%0.00%0.0%
Q3 2020$33,0007700.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 448,715$18,348,0004.88%
SFI Advisors, LLC 68,756$2,811,0001.71%
Clarity Wealth Advisors, LLC 69,944$2,860,0001.36%
NORTHSTAR ASSET MANAGEMENT Co LLC 125,305$5,124,0001.31%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$15,629,0001.08%
Joseph P. Lucia & Associates, LLC 42,839$1,752,0001.07%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$5,829,0001.03%
Thrive Capital Management, LLC 37,847$1,548,0000.93%
Clearwater Capital Advisors, LLC 195,407$7,990,0000.92%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 47,793$1,954,0000.83%
View complete list of WISDOMTREE TR shareholders