Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 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
Q3 2023$3,245
-50.6%
75
-49.0%
0.00%
Q2 2023$6,574
-88.5%
147
-88.9%
0.00%
-100.0%
Q1 2023$57,029
-99.5%
1,320
-99.5%
0.00%
-99.5%
Q4 2022$12,406,358
+413445.3%
291,297
+388296.0%
0.39%
Q3 2022$3,0000.0%750.0%0.00%
Q2 2022$3,000
-100.0%
75
-100.0%
0.00%
-100.0%
Q1 2022$16,056,000
+401300.0%
334,783
+446277.3%
0.41%
Q4 2021$4,0000.0%750.0%0.00%
Q3 2021$4,0000.0%750.0%0.00%
Q2 2021$4,000
-93.8%
75
-94.5%
0.00%
-100.0%
Q1 2021$64,000
+3100.0%
1,361
+1714.7%
0.00%
Q4 2020$2,0000.0%750.0%0.00%
Q3 2020$2,0000.0%750.0%0.00%
Q2 2020$2,0000.0%750.0%0.00%
Q1 2020$2,000
-33.3%
750.0%0.00%
Q4 2019$3,0000.0%750.0%0.00%
Q3 2019$3,0000.0%750.0%0.00%
Q2 2019$3,0000.0%750.0%0.00%
Q1 2019$3,000
+50.0%
750.0%0.00%
Q4 2018$2,000
-33.3%
750.0%0.00%
Q3 2018$3,0000.0%750.0%0.00%
Q2 2018$3,0000.0%750.0%0.00%
Q1 2018$3,000
-92.7%
75
-93.4%
0.00%
-100.0%
Q4 2017$41,000
+355.6%
1,143
+323.3%
0.00%
+100.0%
Q2 2017$9,000
-18.2%
270
-22.4%
0.00%0.0%
Q1 2017$11,0000.0%348
+200.0%
0.00%0.0%
Q4 2016$11,000
+10.0%
1160.0%0.00%0.0%
Q3 2016$10,000
-9.1%
116
-18.3%
0.00%0.0%
Q2 2016$11,0000.0%1420.0%0.00%0.0%
Q1 2016$11,000
-42.1%
142
-43.4%
0.00%
-66.7%
Q4 2015$19,000
-54.8%
251
-56.0%
0.00%
-50.0%
Q3 2015$42,000
-26.3%
571
-15.0%
0.01%
-25.0%
Q2 2015$57,000
-26.0%
672
-26.6%
0.01%
-33.3%
Q1 2015$77,000
-99.6%
916
-99.6%
0.01%
-99.7%
Q4 2014$20,914,000
+20.1%
252,801
+10.4%
3.44%
+9.4%
Q3 2014$17,412,000
+2.2%
228,891
+11.0%
3.15%
-5.9%
Q2 2014$17,044,000
+14.5%
206,264
+13.0%
3.34%
-3.0%
Q1 2014$14,892,000
+21.5%
182,568
+21.6%
3.45%
+5.7%
Q4 2013$12,257,000
+33.5%
150,153
+21.0%
3.26%
+12.7%
Q3 2013$9,178,000
+28.3%
124,079
+15.8%
2.89%
+7.6%
Q2 2013$7,156,000107,1072.69%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 976,317$34,142,0008.12%
SVA Wealth Management, LLC 883,642$30,901,0003.82%
TMD & ASSOCIATES, INC 90,775$3,174,0002.94%
Linscomb Wealth, Inc. 539,960$18,882,0001.62%
Kelman-Lazarov, Inc. 80,114$2,802,0001.48%
CUTLER INVESTMENT COUNSEL LLC 141,165$4,937,0001.15%
CULBERTSON A N & CO INC 64,277$2,248,0000.69%
Clearwater Capital Advisors, LLC 60,007$2,113,0000.49%
MOLLER WEALTH PARTNERS 18,699$654,0000.25%
Covenant Asset Management, LLC 10,045$351,0000.21%
View complete list of WISDOMTREE TR shareholders