AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 35 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$449,938
-1.3%
28,640
+5.6%
0.00%0.0%
Q2 2023$455,824
-6.3%
27,116
-5.2%
0.00%0.0%
Q1 2023$486,581
-6.6%
28,590
-9.9%
0.00%
-25.0%
Q4 2022$520,772
-59.0%
31,735
-61.0%
0.00%
-60.0%
Q3 2022$1,271,000
+61.1%
81,410
+89.4%
0.01%
+66.7%
Q2 2022$789,000
-16.2%
42,976
+5.7%
0.01%0.0%
Q1 2022$941,000
+1.5%
40,671
+6.9%
0.01%0.0%
Q4 2021$927,000
+40.0%
38,029
+43.3%
0.01%
+20.0%
Q3 2021$662,000
+26.6%
26,534
+34.5%
0.01%0.0%
Q2 2021$523,000
+34.4%
19,733
+34.8%
0.01%
+25.0%
Q1 2021$389,000
+9.3%
14,639
+5.5%
0.00%0.0%
Q4 2020$356,000
+9.9%
13,870
+4.0%
0.00%
-20.0%
Q3 2020$324,000
-26.2%
13,342
-27.5%
0.01%
-28.6%
Q2 2020$439,000
+24.7%
18,402
+15.3%
0.01%
-12.5%
Q1 2020$352,000
-20.0%
15,965
+13.8%
0.01%
-20.0%
Q4 2019$440,000
+56.0%
14,029
+45.5%
0.01%
+25.0%
Q3 2019$282,0009,6390.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
HHM Wealth Advisors, LLC 60,438$1,678,0001.23%
Lester Murray Antman dba SimplyRich 46,624$1,291,0001.19%
SignalPoint Asset Management, LLC 36,173$1,004,0000.48%
Brinker Capital Investments, LLC 250,132$6,946,0000.24%
Wealthstreet Investment Advisors, LLC 29,822$900,0000.13%
ROCKLAND TRUST CO 32,235$895,0000.11%
MISSION WEALTH MANAGEMENT, LP 17,380$483,0000.06%
Capital Advisors, Ltd. LLC 2,653$74,0000.02%
Cambridge Investment Research Advisors, Inc. 54,415$1,511,0000.02%
Steward Partners Investment Advisory, LLC 12,115$336,0000.02%
View complete list of WISDOMTREE TR shareholders