Lester Murray Antman dba SimplyRich - 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
Lester Murray Antman dba SimplyRich ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$240,000
-21.3%
13,119
-0.7%
0.10%
-6.5%
Q1 2022$305,000
-5.3%
13,2120.0%0.11%0.0%
Q4 2021$322,000
-18.1%
13,212
-16.3%
0.11%
-25.2%
Q3 2021$393,000
-6.2%
15,7830.0%0.14%
-13.9%
Q1 2021$419,000
-8.3%
15,783
-11.5%
0.17%
-18.6%
Q4 2020$457,000
-6.0%
17,831
-10.8%
0.20%
-16.4%
Q3 2020$486,000
+2.1%
19,9840.0%0.24%
-6.9%
Q2 2020$476,000
+9.2%
19,9840.0%0.26%
-10.0%
Q1 2020$436,000
-30.0%
19,9840.0%0.29%
-7.0%
Q4 2019$623,000
+4.4%
19,984
-2.6%
0.31%
-4.0%
Q3 2019$597,000
-14.2%
20,517
-10.4%
0.33%
-15.3%
Q2 2019$696,000
-6.5%
22,903
-1.1%
0.38%
-36.4%
Q1 2019$744,000
-42.4%
23,154
-50.3%
0.60%
-49.0%
Q4 2018$1,291,000
-4.1%
46,624
+1.9%
1.19%
+61.7%
Q3 2018$1,346,000
-1.8%
45,762
+1.0%
0.73%
-6.7%
Q2 2018$1,371,000
-6.0%
45,321
-0.0%
0.79%
-3.3%
Q1 2018$1,458,000
+16.9%
45,329
+18.3%
0.81%
+16.8%
Q4 2017$1,247,00038,3090.70%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Detwiler Fenton Investment Management LLC 9,204$265,0000.85%
SignalPoint Asset Management, LLC 41,119$1,219,0000.50%
MISSION WEALTH MANAGEMENT, LP 15,000$445,0000.15%
FIDUCIARY TRUST CO 126,385$3,636,0000.15%
Freedom Investment Management, Inc. 42,721$1,229,0000.13%
NATIONAL PLANNING CORP 31,221$879,0000.08%
Cambridge Investment Research Advisors, Inc. 82,050$2,360,0000.06%
Capital Advisors, Ltd. LLC 1,870$54,0000.03%
JFS WEALTH ADVISORS, LLC 1,267$36,0000.02%
Janney Montgomery Scott LLC 26,809$771,201,0000.02%
View complete list of WISDOMTREE TR shareholders