Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 113 filers reported holding WISDOMTREE TR in Q3 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$9,000
+350.0%
172
+258.3%
0.00%
Q1 2021$2,0000.0%480.0%0.00%
Q4 2020$2,0000.0%480.0%0.00%
Q3 2020$2,0000.0%480.0%0.00%
Q2 2020$2,000
+100.0%
480.0%0.00%
Q1 2020$1,000
-50.0%
480.0%0.00%
Q4 2019$2,0000.0%480.0%0.00%
Q3 2019$2,0000.0%480.0%0.00%
Q2 2019$2,0000.0%480.0%0.00%
Q1 2019$2,0000.0%480.0%0.00%
Q4 2018$2,0000.0%480.0%0.00%
Q3 2018$2,0000.0%480.0%0.00%
Q2 2018$2,0000.0%480.0%0.00%
Q1 2018$2,0000.0%480.0%0.00%
Q4 2017$2,000
-50.0%
48
-59.0%
0.00%
Q2 2017$4,000
-69.2%
117
-68.3%
0.00%
-100.0%
Q1 2017$13,000
-18.8%
369
+138.1%
0.00%0.0%
Q4 2016$16,000
+6.7%
1550.0%0.00%0.0%
Q3 2016$15,000
+7.1%
1550.0%0.00%
-50.0%
Q2 2016$14,000
-60.0%
155
-60.3%
0.00%
-50.0%
Q1 2016$35,000
-97.0%
390
-97.1%
0.00%
-97.5%
Q4 2015$1,182,000
-86.0%
13,566
-86.2%
0.16%
-86.8%
Q3 2015$8,466,000
-6.6%
98,537
+3.3%
1.20%
-3.3%
Q2 2015$9,067,000
+0.7%
95,433
+2.3%
1.24%
-7.7%
Q1 2015$9,003,00093,2741.34%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 451,300$19,848,0005.89%
Great Point Wealth Advisors, LLC 230,233$10,126,0003.78%
PSI Advisors, LLC 68,943$3,032,0001.59%
Consolidated Planning Corp 111,218$4,891,0001.53%
Oxler Private Wealth LLC 38,776$1,705,425,0000.95%
Clearwater Capital Advisors, LLC 153,516$6,752,0000.93%
ACG Wealth 86,665$3,812,0000.87%
CULBERTSON A N & CO INC 50,521$2,221,0000.52%
Stratos Wealth Partners, LTD. 386,113$16,981,0000.47%
LBJ Family Wealth Advisors, Ltd. 10,467$460,0000.37%
View complete list of WISDOMTREE TR shareholders