Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,602
-6.6%
1020.0%0.00%
Q2 2023$1,715
-1.2%
1020.0%0.00%
Q1 2023$1,736
+3.7%
1020.0%0.00%
Q4 2022$1,674
+67.4%
1020.0%0.00%
Q3 2022$1,0000.0%1020.0%0.00%
Q2 2022$1,000
-50.0%
1020.0%0.00%
Q1 2022$2,0000.0%1020.0%0.00%
Q4 2021$2,0000.0%1020.0%0.00%
Q3 2021$2,0000.0%1020.0%0.00%
Q2 2021$2,0000.0%1020.0%0.00%
Q1 2021$2,0000.0%1020.0%0.00%
Q4 2020$2,0000.0%1020.0%0.00%
Q3 2020$2,0000.0%1020.0%0.00%
Q2 2020$2,0000.0%1020.0%0.00%
Q1 2020$2,000
-33.3%
1020.0%0.00%
Q4 2019$3,000
+50.0%
1020.0%0.00%
Q3 2019$2,000
-33.3%
1020.0%0.00%
Q2 2019$3,0000.0%1020.0%0.00%
Q1 2019$3,000
+50.0%
1020.0%0.00%
Q4 2018$2,0000.0%1020.0%0.00%
Q3 2018$2,000
-33.3%
1020.0%0.00%
Q2 2018$3,0000.0%1020.0%0.00%
Q1 2018$3,0000.0%1020.0%0.00%
Q4 2017$3,0000.0%1020.0%0.00%
Q3 2017$3,0000.0%1020.0%0.00%
Q2 2017$3,000
+50.0%
1020.0%0.00%
Q1 2017$2,000
-99.7%
102
-99.6%
0.00%
-100.0%
Q4 2016$584,000
-28.3%
23,156
-18.1%
0.08%
-30.0%
Q3 2016$814,000
-0.1%
28,276
-5.1%
0.11%
-6.8%
Q2 2016$815,000
-3.8%
29,781
-5.2%
0.12%
-8.5%
Q1 2016$847,00031,4120.13%
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