AE Wealth Management 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
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 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