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 ↓
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