Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 58 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$172
-7.5%
3
-94.8%
0.00%
-100.0%
Q1 2023$186
-99.9%
58
+23.4%
0.01%
+20.0%
Q3 2022$151,000
-14.2%
47
-14.5%
0.01%0.0%
Q2 2022$176,000
-14.1%
55
-14.1%
0.01%
-16.7%
Q1 2022$205,000
-4.2%
64
-4.5%
0.01%
+20.0%
Q4 2021$214,000
+219.4%
67
+2133.3%
0.01%
-84.4%
Q3 2021$67,000
-1.5%
30.0%0.03%
+33.3%
Q2 2021$68,000
-67.0%
30.0%0.02%
+500.0%
Q1 2021$206,000
+20500.0%
3
-80.0%
0.00%
+300.0%
Q4 2020$1,000
-100.0%
15
-74.6%
0.00%
-88.9%
Q1 2020$2,761,000590.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
SMITH, MOORE & CO. 59,143$3,320,8790.44%
GHP Investment Advisors, Inc. 57,729$3,178,8120.19%
FLOW TRADERS U.S. LLC 42,844$2,4060.11%
HOWLAND CAPITAL MANAGEMENT LLC 11,570$649,6560.04%
One Capital Management, LLC 14,097$791,5460.04%
Washington Trust Advisors, Inc. 5,601$314,4970.03%
WealthShield Partners, LLC 2,639$148,1800.02%
Geneos Wealth Management Inc. 6,526$366,4350.02%
Capital Advisors, Ltd. LLC 2,234$1250.02%
Carmichael Hill & Associates, Inc. 535$30,0530.01%
View complete list of WISDOMTREE TR shareholders