Newport Capital Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 39 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Newport Capital Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$303,000
+17.9%
13,082
+23.9%
0.23%
+19.5%
Q4 2021$257,000
+0.4%
10,562
+2.9%
0.19%
-4.0%
Q3 2021$256,000
-8.9%
10,266
-3.2%
0.20%
-10.8%
Q2 2021$281,000
+17.6%
10,601
+17.6%
0.22%
+11.6%
Q1 2021$239,000
+7.2%
9,011
+3.8%
0.20%
+3.6%
Q4 2020$223,0008,6770.19%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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