Summit Place Financial Advisors, 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
Summit Place Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$282,000
-6.0%
11,3000.0%0.21%
-6.8%
Q2 2021$300,0000.0%11,3000.0%0.22%
-8.3%
Q1 2021$300,000
+22.0%
11,300
+9.7%
0.24%
-38.0%
Q2 2020$246,000
+8.4%
10,3000.0%0.39%
-19.8%
Q1 2020$227,000
-29.7%
10,3000.0%0.48%
-5.1%
Q4 2019$323,00010,3000.51%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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