Detwiler Fenton Investment Management 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
Detwiler Fenton Investment Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2015$265,000
-82.9%
9,204
-82.4%
0.85%
-47.6%
Q1 2015$1,547,000
-1.8%
52,223
-6.6%
1.63%
-8.4%
Q4 2014$1,575,000
-3.1%
55,938
-2.6%
1.78%
+14.7%
Q3 2014$1,626,000
-3.4%
57,412
+2.7%
1.55%
+14.1%
Q2 2014$1,683,000
+1.9%
55,926
-6.2%
1.36%
-4.6%
Q1 2014$1,651,000
+3.4%
59,635
+2.8%
1.42%
-0.5%
Q4 2013$1,596,000
-7.5%
58,009
-5.8%
1.43%
-6.5%
Q3 2013$1,725,000
+42.6%
61,613
+38.8%
1.53%
+24.6%
Q2 2013$1,210,000
+58.4%
44,399
+82.1%
1.23%
+57.4%
Q1 2013$764,000
-1.8%
24,383
-6.1%
0.78%
-12.0%
Q4 2012$778,000
+1.0%
25,980
-2.5%
0.89%
+14.9%
Q3 2012$770,000
+10.5%
26,637
+1.7%
0.77%
-23.4%
Q2 2012$697,000
+3.6%
26,183
+2.6%
1.01%
+24.4%
Q1 2012$673,000
-5.3%
25,512
-16.8%
0.81%
-41.7%
Q4 2011$711,000
-34.2%
30,649
-37.1%
1.39%
+19.2%
Q3 2011$1,081,000
-23.1%
48,718
+0.0%
1.17%
+25.8%
Q2 2011$1,406,000
-2.2%
48,708
-1.8%
0.93%
+15.9%
Q1 2011$1,437,00049,5840.80%
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