WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,700 | -11.5% | 17,995 | -5.3% | 0.25% | -13.3% |
| Q2 2023 | $319,475 | -3.4% | 19,005 | -2.2% | 0.29% | -11.7% |
| Q1 2023 | $330,599 | -37.0% | 19,425 | -39.3% | 0.33% | -42.6% |
| Q4 2022 | $524,754 | -15.4% | 31,977 | -19.5% | 0.58% | -23.1% |
| Q3 2022 | $620,000 | +6.7% | 39,739 | +25.6% | 0.75% | +7.4% |
| Q2 2022 | $581,000 | -8.5% | 31,650 | +15.4% | 0.70% | +4.8% |
| Q1 2022 | $635,000 | +10.8% | 27,432 | +16.7% | 0.67% | +15.4% |
| Q4 2021 | $573,000 | – | 23,499 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Detwiler Fenton Investment Management LLC | 9,204 | $265,000 | 0.85% |
| SignalPoint Asset Management, LLC | 41,119 | $1,219,000 | 0.50% |
| MISSION WEALTH MANAGEMENT, LP | 15,000 | $445,000 | 0.15% |
| FIDUCIARY TRUST CO | 126,385 | $3,636,000 | 0.15% |
| Freedom Investment Management, Inc. | 42,721 | $1,229,000 | 0.13% |
| NATIONAL PLANNING CORP | 31,221 | $879,000 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 82,050 | $2,360,000 | 0.06% |
| Capital Advisors, Ltd. LLC | 1,870 | $54,000 | 0.03% |
| JFS WEALTH ADVISORS, LLC | 1,267 | $36,000 | 0.02% |
| Janney Montgomery Scott LLC | 26,809 | $771,201,000 | 0.02% |