Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 32 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$0100.0%0.00%
Q4 2021$0100.0%0.00%
Q3 2021$0100.0%0.00%
Q2 2021$0100.0%0.00%
Q1 2021$0100.0%0.00%
Q4 2020$0100.0%0.00%
Q3 2020$0100.0%0.00%
Q2 2020$0100.0%0.00%
Q1 2020$0100.0%0.00%
Q4 2019$0100.0%0.00%
Q3 2019$0100.0%0.00%
Q2 2019$0100.0%0.00%
Q1 2019$0100.0%0.00%
Q4 2018$0100.0%0.00%
Q3 2018$0100.0%0.00%
Q2 2018$0100.0%0.00%
Q1 2018$0100.0%0.00%
Q4 2017$0100.0%0.00%
Q2 2017$0
-100.0%
10
-97.1%
0.00%
-100.0%
Q1 2017$13,000
+550.0%
339
+578.0%
0.00%
Q4 2016$2,00050
+400.0%
0.00%
Q3 2016$0100.0%0.00%
Q2 2016$0100.0%0.00%
Q2 2015$0100.0%0.00%
Q1 2015$0
-100.0%
10
-73.0%
0.00%
Q4 2014$2,0000.0%370.0%0.00%
Q3 2014$2,0000.0%370.0%0.00%
Q2 2014$2,0000.0%370.0%0.00%
Q1 2014$2,000
-66.7%
37
-74.8%
0.00%
-100.0%
Q4 2013$6,000
+50.0%
147
+40.0%
0.00%
+100.0%
Q3 2013$4,000
-99.1%
105
-99.0%
0.00%
-99.4%
Q2 2013$434,00010,3660.16%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
RFG Advisory, LLC 38,321$1,535,0000.72%
Cambria Investment Management, L.P. 127,083$5,090,0000.71%
Bruderman Asset Management, LLC 37,529$1,503,0000.38%
FLAGSHIP HARBOR ADVISORS, LLC 22,516$904,0000.26%
Capital Asset Advisory Services LLC 6,602$264,0000.24%
Ken Stern & Associates, Inc. 11,473$459,0000.20%
Belpointe Asset Management LLC 15,050$603,0000.13%
SAGE FINANCIAL GROUP INC 16,402$657,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 36,054$1,444,0000.10%
Cypress Wealth Services, LLC 5,274$211,0000.09%
View complete list of WISDOMTREE TR shareholders