Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 22 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$3,0000.0%1680.0%0.00%
Q4 2020$3,0000.0%1680.0%0.00%
Q3 2020$3,0000.0%1680.0%0.00%
Q2 2020$3,0000.0%1680.0%0.00%
Q1 2020$3,0000.0%1680.0%0.00%
Q4 2019$3,000
-72.7%
168
-72.3%
0.00%
-100.0%
Q3 2019$11,0000.0%6060.0%0.00%0.0%
Q2 2019$11,0000.0%6060.0%0.00%0.0%
Q1 2019$11,0000.0%6060.0%0.00%0.0%
Q4 2018$11,0000.0%6060.0%0.00%0.0%
Q3 2018$11,0000.0%6060.0%0.00%0.0%
Q2 2018$11,000
-8.3%
6060.0%0.00%0.0%
Q1 2018$12,0000.0%6060.0%0.00%0.0%
Q4 2017$12,000
-25.0%
606
-30.4%
0.00%0.0%
Q2 2017$16,0000.0%8710.0%0.00%0.0%
Q1 2017$16,000
-63.6%
871
-65.2%
0.00%
-75.0%
Q4 2016$44,000
-15.4%
2,505
-12.5%
0.00%
-20.0%
Q3 2016$52,000
-46.9%
2,862
-47.6%
0.01%
-54.5%
Q2 2016$98,000
-14.8%
5,463
-15.6%
0.01%
-21.4%
Q1 2016$115,000
-92.3%
6,474
-92.7%
0.01%
-93.0%
Q4 2015$1,494,000
-84.7%
88,903
-84.7%
0.20%
-85.7%
Q3 2015$9,774,000
-5.5%
581,789
+2.3%
1.39%
-2.0%
Q2 2015$10,340,000
+8.0%
568,754
+8.1%
1.42%
-1.0%
Q1 2015$9,572,000526,2381.43%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Live Your Vision, LLC 345,344$6,921,0004.14%
INTEGRATED WEALTH COUNSEL, LLC 285,680$5,728,0004.12%
New Harbor Financial Group, LLC 62,389$1,251,0001.87%
Wharton Business Group, LLC 843,395$16,910,0001.48%
Mosaic Financial Partners, Inc. 86,298$1,730,0001.35%
IndexIQ Advisors LLC 424,269$8,507,0001.07%
Courage Miller Partners, LLC 44,012$882,0000.80%
MOTCO 291,755$5,850,0000.74%
3D ASSET MANAGEMENT, INC 110,186$2,209,0000.74%
Partnervest Advisory Services LLC 74,346$1,491,0000.68%
View complete list of WISDOMTREE TR shareholders