LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 20 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$292,077
-1.2%
18,592
+5.7%
0.00%
Q2 2023$295,613
+5.0%
17,586
+6.3%
0.00%
Q1 2023$281,518
+0.5%
16,541
-3.1%
0.00%
Q4 2022$280,252
-8.7%
17,078
-13.2%
0.00%
Q3 2022$307,000
-52.7%
19,683
-44.4%
0.00%
-100.0%
Q2 2022$649,000
+6.0%
35,388
+33.7%
0.00%0.0%
Q1 2022$612,000
+15.5%
26,462
+21.8%
0.00%
Q4 2021$530,000
-4.2%
21,721
-2.1%
0.00%
-100.0%
Q3 2021$553,000
+3.4%
22,185
+9.8%
0.00%0.0%
Q2 2021$535,000
-0.6%
20,197
-0.3%
0.00%0.0%
Q1 2021$538,000
+6.7%
20,259
+3.0%
0.00%0.0%
Q4 2020$504,000
+23.2%
19,670
+17.0%
0.00%0.0%
Q3 2020$409,000
-4.9%
16,817
-6.7%
0.00%0.0%
Q2 2020$430,000
+11.4%
18,018
+2.8%
0.00%0.0%
Q1 2020$386,000
-24.0%
17,520
+8.2%
0.00%0.0%
Q4 2019$508,000
+38.0%
16,190
+28.7%
0.00%0.0%
Q3 2019$368,000
+28.7%
12,583
+34.0%
0.00%0.0%
Q2 2019$286,000
-8.3%
9,391
-3.3%
0.00%0.0%
Q1 2019$312,000
+15.1%
9,715
-0.4%
0.00%0.0%
Q4 2018$271,000
-26.0%
9,750
-21.6%
0.00%0.0%
Q3 2018$366,000
+26.6%
12,433
+30.3%
0.00%0.0%
Q2 2018$289,000
-8.0%
9,544
-2.3%
0.00%0.0%
Q1 2018$314,000
-1.9%
9,768
-0.5%
0.00%0.0%
Q4 2017$320,000
-5.6%
9,817
-8.5%
0.00%0.0%
Q3 2017$339,000
+9.7%
10,734
+2.1%
0.00%0.0%
Q2 2017$309,000
+39.2%
10,517
+34.0%
0.00%
-50.0%
Q1 2017$222,000
-64.1%
7,848
-67.9%
0.00%
-60.0%
Q4 2016$619,000
-13.1%
24,422
-2.2%
0.01%
-28.6%
Q3 2016$712,000
+235.8%
24,978
+217.5%
0.01%
+250.0%
Q2 2016$212,000
-48.3%
7,866
-49.1%
0.00%
+100.0%
Q1 2016$410,000
+2.5%
15,457
-1.0%
0.00%0.0%
Q4 2015$400,000
+61.3%
15,611
+69.4%
0.00%0.0%
Q3 2015$248,000
-82.8%
9,218
-81.9%
0.00%
-85.7%
Q2 2015$1,444,000
-5.7%
50,994
-0.7%
0.01%
-12.5%
Q1 2015$1,531,000
+81.0%
51,366
+70.8%
0.01%
+60.0%
Q4 2014$846,000
-37.9%
30,070
-37.9%
0.01%
-37.5%
Q3 2014$1,362,000
-6.5%
48,422
+0.0%
0.01%0.0%
Q2 2014$1,456,000
+14.0%
48,408
+4.9%
0.01%0.0%
Q1 2014$1,277,000
+0.2%
46,133
-0.4%
0.01%0.0%
Q4 2013$1,274,000
-22.7%
46,297
-19.3%
0.01%
-27.3%
Q3 2013$1,649,000
+2.2%
57,385
-3.1%
0.01%
-8.3%
Q2 2013$1,614,00059,2090.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
SignalPoint Asset Management, LLC 31,107$798,0000.30%
HHM Wealth Advisors, LLC 29,386$754,0000.26%
Lester Murray Antman dba SimplyRich 17,831$457,0000.20%
Newport Capital Group, LLC 8,677$223,0000.19%
One Capital Management, LLC 45,815$1,175,0000.14%
ROCKLAND TRUST CO 63,483$1,628,0000.13%
Continuum Advisory, LLC 8,643$222,0000.10%
Wealthstreet Investment Advisors, LLC 27,117$695,0000.07%
JAMES INVESTMENT RESEARCH INC 23,891$612,0000.06%
Freedom Investment Management, Inc. 15,896$408,0000.04%
View complete list of WISDOMTREE TR shareholders