HHM Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 36 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$329,000
-20.7%
17,9380.0%0.08%
-13.4%
Q1 2022$415,000
-13.5%
17,938
-8.8%
0.10%
-16.4%
Q4 2021$480,000
-25.8%
19,668
-24.2%
0.12%
-34.1%
Q3 2021$647,000
-6.4%
25,933
-0.6%
0.18%
-6.4%
Q2 2021$691,000
+3.4%
26,083
+3.6%
0.19%
-9.2%
Q1 2021$668,000
-11.4%
25,178
-14.3%
0.21%
-20.1%
Q4 2020$754,000
-4.2%
29,386
-9.2%
0.26%
-17.8%
Q3 2020$787,000
-9.4%
32,373
-11.1%
0.32%
-13.2%
Q2 2020$869,000
-8.6%
36,433
-15.5%
0.36%
-21.8%
Q1 2020$951,000
-37.6%
43,118
-11.3%
0.46%
-36.6%
Q4 2019$1,523,000
+5.8%
48,602
-1.2%
0.73%
-10.6%
Q3 2019$1,440,000
-6.4%
49,202
-2.7%
0.82%
-9.7%
Q2 2019$1,538,000
-6.1%
50,567
-0.9%
0.91%
-13.5%
Q1 2019$1,638,000
-2.4%
51,001
-15.6%
1.05%
-14.8%
Q4 2018$1,678,00060,4381.23%
Other shareholders
WISDOMTREE TR shareholders Q2 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