Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$14,993
+6.2%
3960.0%0.00%
Q4 2022$14,113
+605.6%
396
+571.2%
0.00%
Q3 2022$2,000
+100.0%
59
+37.2%
0.00%
Q1 2020$1,000
-97.5%
43
-94.8%
0.00%
-100.0%
Q1 2018$40,000
-31.0%
830
-35.0%
0.00%
-33.3%
Q4 2017$58,000
-28.4%
1,276
-35.6%
0.00%
-50.0%
Q2 2017$81,000
-39.1%
1,981
-39.4%
0.01%
-40.0%
Q1 2017$133,000
+9.9%
3,267
+1.0%
0.01%
-9.1%
Q4 2016$121,000
-1.6%
3,235
-1.0%
0.01%
-8.3%
Q3 2016$123,000
+1.7%
3,267
-4.4%
0.01%
-7.7%
Q2 2016$121,000
-22.4%
3,418
-23.7%
0.01%
-31.6%
Q1 2016$156,000
-12.4%
4,478
-20.5%
0.02%
-20.8%
Q4 2015$178,000
-4.8%
5,631
+0.9%
0.02%
-11.1%
Q3 2015$187,000
-40.1%
5,581
-22.4%
0.03%
-37.2%
Q2 2015$312,000
+11.4%
7,192
+9.3%
0.04%
+2.4%
Q1 2015$280,000
-13.0%
6,580
-13.9%
0.04%
-20.8%
Q4 2014$322,000
-20.9%
7,640
-10.4%
0.05%
-28.4%
Q3 2014$407,000
-18.9%
8,528
-11.9%
0.07%
-24.5%
Q2 2014$502,000
-4.4%
9,680
-9.6%
0.10%
-19.7%
Q1 2014$525,000
-16.5%
10,707
-13.1%
0.12%
-26.9%
Q4 2013$629,000
-17.7%
12,319
-16.6%
0.17%
-30.7%
Q3 2013$764,000
-16.3%
14,777
-21.8%
0.24%
-29.7%
Q2 2013$913,00018,8910.34%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders