Beacon Pointe Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 25 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$378,529
-2.1%
20,606
-2.1%
0.01%
-16.7%
Q2 2023$386,600
-0.1%
21,0470.0%0.01%
-14.3%
Q1 2023$386,818
+0.2%
21,0470.0%0.01%0.0%
Q4 2022$386,185
-2.0%
21,047
-1.5%
0.01%
-12.5%
Q2 2022$394,000
-20.4%
21,3750.0%0.01%
+14.3%
Q1 2022$495,00021,3750.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Endowment Wealth Management, Inc. 17,995$282,7000.25%
JTC Employer Solutions Trustee Ltd 5,800$910.01%
Authentikos Wealth Advisory, LLC 348$5,4670.01%
Beacon Pointe Advisors, LLC 20,606$378,5290.01%
Cape Investment Advisory, Inc. 377$5,9280.00%
AE Wealth Management LLC 28,640$449,9380.00%
Steward Partners Investment Advisory, LLC 2,720$42,7310.00%
MORGAN STANLEY 4,899$76,9630.00%
Geneos Wealth Management Inc. 102$1,6020.00%
First Command Advisory Services, Inc. 35$5500.00%
View complete list of WISDOMTREE TR shareholders