Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 34 filers reported holding WISDOMTREE TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 72,556$2,554,7272.23%
O'Dell Group, LLC 144,600$5,091,4061.55%
Cardinal Point Capital Management ULC 140,657$4,952,5751.30%
Cambria Investment Management, L.P. 420,635$14,810,6691.20%
KLR INVESTMENT ADVISORS, LLC 32,640$1,095,3531.00%
Avestar Capital, LLC 197,573$6,956,6050.99%
Austin Wealth Management, LLC 75,841$2,627,5040.81%
Twelve Points Wealth Management LLC 41,062$1,445,8010.72%
Endowment Wealth Management, Inc. 17,867$629,0870.56%
Truadvice, LLC 30,646$1,049,3220.41%
View complete list of WISDOMTREE TR shareholders