Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 34 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$9,0000.0%3320.0%0.00%0.0%
Q1 2021$9,0000.0%3320.0%0.00%0.0%
Q4 2020$9,000
+12.5%
3320.0%0.00%0.0%
Q3 2020$8,0000.0%3320.0%0.00%0.0%
Q2 2020$8,000
+14.3%
3320.0%0.00%0.0%
Q1 2020$7,000
-30.0%
3320.0%0.00%
-50.0%
Q4 2019$10,0000.0%3320.0%0.00%0.0%
Q3 2019$10,0000.0%3320.0%0.00%0.0%
Q2 2019$10,000
-9.1%
3320.0%0.00%
-33.3%
Q1 2019$11,000
+22.2%
3320.0%0.00%
+50.0%
Q4 2018$9,000
-10.0%
3320.0%0.00%0.0%
Q3 2018$10,0000.0%3320.0%0.00%
-33.3%
Q2 2018$10,000
-9.1%
3320.0%0.00%0.0%
Q1 2018$11,0000.0%3320.0%0.00%0.0%
Q4 2017$11,000
+10.0%
3320.0%0.00%
-25.0%
Q3 2017$10,000
-23.1%
332
-27.4%
0.00%
-33.3%
Q2 2017$13,0000.0%4570.0%0.01%
-14.3%
Q1 2017$13,000
+8.3%
4570.0%0.01%
-12.5%
Q4 2016$12,0004570.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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