Simplicity Solutions, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 39 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$334,000
+5.4%
13,003
-0.2%
0.01%
-16.7%
Q3 2020$317,000
-17.9%
13,031
-19.4%
0.01%
-25.0%
Q2 2020$386,000
+11.6%
16,169
+3.2%
0.01%
-27.3%
Q1 2020$346,000
-18.4%
15,674
+15.9%
0.01%
-15.4%
Q4 2019$424,000
+53.6%
13,529
+43.7%
0.01%
+18.2%
Q3 2019$276,0009,4150.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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