Newport Capital Group, 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 Q1 2022. 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 Q1 2022
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