Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.

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 Q2 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