Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 51 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
O'Dell Group, LLC 120,926$4,232,0002.22%
Cambria Investment Management, L.P. 137,198$4,801,0001.78%
Efficient Advisors, LLC 268,740$9,406,0001.74%
IAG Wealth Partners, LLC 25,085$878,0000.43%
MKD WEALTH COACHES, LLC 8,535$299,0000.38%
Perigon Wealth Management, LLC 31,192$1,092,0000.17%
CX Institutional 23,065$807,0000.11%
Cedar Brook Financial Partners, LLC 5,727$200,0000.09%
Faithward Advisors, LLC 7,202$252,0000.06%
CreativeOne Wealth, LLC 10,385$363,0000.06%
View complete list of WISDOMTREE TR shareholders