Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 288 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$221
-6.4%
8
-72.4%
0.00%
-100.0%
Q1 2023$236
-99.9%
29
+11.5%
0.01%0.0%
Q3 2022$213,000
-8.6%
26
-7.1%
0.01%0.0%
Q2 2022$233,000
-11.4%
28
-12.5%
0.01%0.0%
Q1 2022$263,000
-3.0%
32
-3.0%
0.01%
+16.7%
Q4 2021$271,000
+774.2%
33
+312.5%
0.01%
-60.0%
Q3 2021$31,000
-3.1%
80.0%0.02%
+36.4%
Q2 2021$32,000
-87.5%
80.0%0.01%
+120.0%
Q1 2021$256,000
+25500.0%
8
-79.5%
0.01%
+400.0%
Q4 2020$1,000
-100.0%
39
-75.5%
0.00%
-88.9%
Q1 2020$2,869,0001590.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders