WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
Q2 2023 | $1,181,000 | -25.9% | 70,278 | -25.0% | 0.00% | – |
Q1 2023 | $1,594,000 | -0.2% | 93,665 | -3.8% | 0.00% | – |
Q4 2022 | $1,597,000 | +21.0% | 97,337 | +15.1% | 0.00% | – |
Q3 2022 | $1,320,000 | -41.1% | 84,546 | -30.8% | 0.00% | -100.0% |
Q2 2022 | $2,241,000 | +3.1% | 122,160 | +30.1% | 0.00% | 0.0% |
Q1 2022 | $2,173,000 | +3.8% | 93,927 | +9.4% | 0.00% | – |
Q4 2021 | $2,093,000 | -11.9% | 85,831 | -10.0% | 0.00% | -100.0% |
Q3 2021 | $2,377,000 | +15.0% | 95,328 | +22.3% | 0.00% | 0.0% |
Q2 2021 | $2,067,000 | -3.8% | 77,977 | -3.7% | 0.00% | 0.0% |
Q1 2021 | $2,148,000 | +8.7% | 80,954 | +5.1% | 0.00% | 0.0% |
Q4 2020 | $1,976,000 | +7.9% | 77,006 | +2.1% | 0.00% | 0.0% |
Q3 2020 | $1,832,000 | -3.6% | 75,403 | -5.4% | 0.00% | 0.0% |
Q2 2020 | $1,901,000 | +13.4% | 79,711 | +4.9% | 0.00% | 0.0% |
Q1 2020 | $1,676,000 | -26.0% | 75,996 | +5.3% | 0.00% | 0.0% |
Q4 2019 | $2,264,000 | +7.6% | 72,201 | +0.4% | 0.00% | 0.0% |
Q3 2019 | $2,105,000 | -0.8% | 71,901 | +3.0% | 0.00% | 0.0% |
Q2 2019 | $2,123,000 | -3.7% | 69,821 | +1.7% | 0.00% | 0.0% |
Q1 2019 | $2,204,000 | +19.0% | 68,638 | +2.9% | 0.00% | 0.0% |
Q4 2018 | $1,852,000 | +1.9% | 66,690 | +8.0% | 0.00% | 0.0% |
Q3 2018 | $1,817,000 | +5.7% | 61,765 | +8.8% | 0.00% | 0.0% |
Q2 2018 | $1,719,000 | +2.8% | 56,778 | +9.3% | 0.00% | 0.0% |
Q1 2018 | $1,672,000 | +118.8% | 51,966 | +121.6% | 0.00% | – |
Q4 2017 | $764,000 | +162.5% | 23,447 | +154.4% | 0.00% | – |
Q3 2017 | $291,000 | +15.9% | 9,216 | +8.3% | 0.00% | – |
Q2 2017 | $251,000 | +5.0% | 8,510 | 0.0% | 0.00% | – |
Q1 2017 | $239,000 | +27.8% | 8,510 | +14.2% | 0.00% | – |
Q4 2016 | $187,000 | -12.6% | 7,452 | +0.1% | 0.00% | – |
Q3 2016 | $214,000 | -57.2% | 7,443 | -59.7% | 0.00% | – |
Q2 2016 | $500,000 | +53.4% | 18,462 | +54.3% | 0.00% | – |
Q1 2016 | $326,000 | +30.4% | 11,963 | +24.6% | 0.00% | – |
Q4 2015 | $250,000 | +52.4% | 9,600 | +51.8% | 0.00% | – |
Q3 2015 | $164,000 | -25.5% | 6,325 | -17.3% | 0.00% | – |
Q2 2015 | $220,000 | -49.0% | 7,651 | -47.4% | 0.00% | – |
Q1 2015 | $431,000 | -50.2% | 14,532 | -52.7% | 0.00% | -100.0% |
Q4 2014 | $865,000 | +397.1% | 30,741 | +399.8% | 0.00% | – |
Q3 2014 | $174,000 | -5.9% | 6,151 | 0.0% | 0.00% | – |
Q2 2014 | $185,000 | -87.6% | 6,151 | -88.6% | 0.00% | -100.0% |
Q1 2014 | $1,491,000 | +44.9% | 53,844 | +44.0% | 0.00% | 0.0% |
Q4 2013 | $1,029,000 | +263.6% | 37,394 | +269.2% | 0.00% | – |
Q3 2013 | $283,000 | -78.7% | 10,128 | -79.2% | 0.00% | -100.0% |
Q2 2013 | $1,330,000 | – | 48,804 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Detwiler Fenton Investment Management LLC | 9,204 | $265,000 | 0.85% |
SignalPoint Asset Management, LLC | 41,119 | $1,219,000 | 0.50% |
MISSION WEALTH MANAGEMENT, LP | 15,000 | $445,000 | 0.15% |
FIDUCIARY TRUST CO | 126,385 | $3,636,000 | 0.15% |
Freedom Investment Management, Inc. | 42,721 | $1,229,000 | 0.13% |
NATIONAL PLANNING CORP | 31,221 | $879,000 | 0.08% |
Cambridge Investment Research Advisors, Inc. | 82,050 | $2,360,000 | 0.06% |
Capital Advisors, Ltd. LLC | 1,870 | $54,000 | 0.03% |
JFS WEALTH ADVISORS, LLC | 1,267 | $36,000 | 0.02% |
Janney Montgomery Scott LLC | 26,809 | $771,201,000 | 0.02% |