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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $8,000 | 0.0% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -89.6% | 315 | -89.5% | 0.00% | -85.7% |
| Q4 2020 | $77,000 | -12.5% | 3,005 | -17.3% | 0.01% | -12.5% |
| Q3 2020 | $88,000 | +10.0% | 3,635 | +9.0% | 0.01% | 0.0% |
| Q2 2020 | $80,000 | +56.9% | 3,335 | +45.0% | 0.01% | +33.3% |
| Q1 2020 | $51,000 | -29.2% | 2,300 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $72,000 | +7.5% | 2,300 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $67,000 | -4.3% | 2,300 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $70,000 | -4.1% | 2,300 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $73,000 | +5.8% | 2,300 | -8.0% | 0.01% | -11.1% |
| Q4 2018 | $69,000 | – | 2,500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HHM Wealth Advisors, LLC | 51,001 | $1,638,000 | 1.05% |
| Lester Murray Antman dba SimplyRich | 23,154 | $744,000 | 0.60% |
| SignalPoint Asset Management, LLC | 30,698 | $986,000 | 0.43% |
| Brinker Capital Investments, LLC | 245,745 | $7,893,000 | 0.25% |
| Wealthstreet Investment Advisors, LLC | 31,174 | $1,001,000 | 0.13% |
| ROCKLAND TRUST CO | 31,322 | $1,006,000 | 0.11% |
| MISSION WEALTH MANAGEMENT, LP | 17,380 | $558,000 | 0.06% |
| Advisors Preferred, LLC | 3,222 | $103,000 | 0.03% |
| Ceros Financial Services Inc. | 3,222 | $103,000 | 0.03% |
| Steward Partners Investment Advisory, LLC | 11,715 | $376,000 | 0.02% |