Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,025,948
+51297300.0%
898
+1810.6%
0.01%
Q2 2023$2
-98.9%
47
+23.7%
0.00%
-100.0%
Q1 2023$185
-99.9%
38
+15.2%
0.01%
+20.0%
Q3 2022$159,000
-12.2%
33
-10.8%
0.01%
-16.7%
Q2 2022$181,000
-15.4%
37
-15.9%
0.01%0.0%
Q1 2022$214,000
+0.9%
44
+2.3%
0.01%
+20.0%
Q4 2021$212,000
+381.8%
43
+760.0%
0.01%
-76.2%
Q3 2021$44,000
-4.3%
50.0%0.02%
+31.2%
Q2 2021$46,000
-77.7%
50.0%0.02%
+300.0%
Q1 2021$206,000
+20500.0%
5
-76.2%
0.00%
+300.0%
Q4 2020$1,000
-100.0%
21
-76.1%
0.00%
-88.9%
Q1 2020$2,831,000880.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Arden Trust Co 703,801$28,630,6244.20%
WealthPLAN Partners, LLC 40,428$1,644,6110.17%
Montecito Bank & Trust 12,063$490,7230.11%
Anchor Investment Management, LLC 250$10,1700.00%
OPTIMUM INVESTMENT ADVISORS 56$2,2780.00%
MASSMUTUAL TRUST CO FSB/ADV 62$2,5220.00%
Global Wealth Strategies & Associates 1$360.00%
View complete list of WISDOMTREE TR shareholders