Gradient Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$462,467
-3.1%
7,6860.0%0.19%
+1.0%
Q2 2023$477,224
+2.5%
7,6860.0%0.19%
-3.5%
Q1 2023$465,695
-0.1%
7,6860.0%0.20%
-6.6%
Q4 2022$466,156
+11.8%
7,6860.0%0.21%
+6.5%
Q3 2022$417,000
-6.3%
7,6860.0%0.20%
-7.0%
Q2 2022$445,000
-10.3%
7,6860.0%0.21%
+1.9%
Q1 2022$496,000
-0.4%
7,6860.0%0.21%
+1.4%
Q4 2021$498,000
+10.4%
7,686
+100.0%
0.21%0.0%
Q3 2021$451,000
-0.9%
3,8430.0%0.21%
-2.8%
Q2 2021$455,000
+3.4%
3,843
-1.3%
0.21%
-8.6%
Q1 2021$440,000
+7.8%
3,8950.0%0.23%0.0%
Q4 2020$408,000
+8.8%
3,895
-2.3%
0.23%
-0.4%
Q3 2020$375,000
+4.5%
3,9880.0%0.23%
-3.7%
Q2 2020$359,000
+15.1%
3,9880.0%0.24%
-3.6%
Q1 2020$312,000
-35.5%
3,988
-13.1%
0.25%
-25.2%
Q4 2019$484,000
+6.4%
4,5880.0%0.34%
-0.9%
Q3 2019$455,000
-5.0%
4,588
-6.9%
0.34%
-7.6%
Q2 2019$479,000
+2.8%
4,9270.0%0.37%
-1.1%
Q1 2019$466,000
+11.8%
4,9270.0%0.37%
+3.3%
Q4 2018$417,000
-11.8%
4,9270.0%0.36%
-9.8%
Q3 2018$473,000
-6.0%
4,927
-10.7%
0.40%
-14.6%
Q2 2018$503,000
-3.6%
5,517
-5.9%
0.47%
-10.4%
Q1 2018$522,000
-4.2%
5,8620.0%0.52%
-6.6%
Q4 2017$545,0005,8620.56%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 78,070$5,574,0005.15%
Dorsey Wright & Associates 442,993$31,625,0004.42%
Arrow Investment Advisors, LLC 312,100$22,281,0004.03%
JFS WEALTH ADVISORS, LLC 162,695$11,615,0002.03%
WADE G W & INC 16,430$1,173,0000.34%
Investors Capital Advisory Services 22,912$1,635,0000.32%
Concert Wealth Management Inc. 22,200$1,582,0000.21%
Windsor Financial Group, LLC 4,710$336,0000.16%
B. Riley Wealth Management, Inc. 2,322$165,0000.12%
LPL Financial LLC 266,709$18,822,0000.11%
View complete list of WISDOMTREE TR shareholders