Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 20 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$107
-13.0%
7
-58.8%
0.00%
-100.0%
Q1 2023$123
-99.9%
17
+6.2%
0.00%0.0%
Q3 2022$112,000
-32.9%
16
-30.4%
0.00%
-20.0%
Q1 2022$167,000
-5.1%
23
-4.2%
0.01%
+25.0%
Q4 2021$176,000
+604.0%
24
+242.9%
0.00%
-66.7%
Q3 2021$25,000
-7.4%
70.0%0.01%
+20.0%
Q2 2021$27,000
-85.0%
70.0%0.01%
+150.0%
Q1 2021$180,000
+17900.0%
7
-80.6%
0.00%
+300.0%
Q4 2020$1,000
-100.0%
36
-82.2%
0.00%
-92.9%
Q1 2020$4,462,000
+14293.5%
202
+184.5%
0.01%
-33.3%
Q4 2019$31,000
+1450.0%
71
+2.9%
0.02%
+950.0%
Q3 2019$2,0000.0%690.0%0.00%0.0%
Q2 2019$2,000690.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
SignalPoint Asset Management, LLC 31,107$798,0000.30%
HHM Wealth Advisors, LLC 29,386$754,0000.26%
Lester Murray Antman dba SimplyRich 17,831$457,0000.20%
Newport Capital Group, LLC 8,677$223,0000.19%
One Capital Management, LLC 45,815$1,175,0000.14%
ROCKLAND TRUST CO 63,483$1,628,0000.13%
Continuum Advisory, LLC 8,643$222,0000.10%
Wealthstreet Investment Advisors, LLC 27,117$695,0000.07%
JAMES INVESTMENT RESEARCH INC 23,891$612,0000.06%
Freedom Investment Management, Inc. 15,896$408,0000.04%
View complete list of WISDOMTREE TR shareholders