Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2022. 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$149
-6.9%
4
-89.5%
0.00%
-100.0%
Q1 2023$160
-99.9%
38
+26.7%
0.01%
+25.0%
Q3 2022$129,000
-12.2%
30
-14.3%
0.00%
-20.0%
Q2 2022$147,000
-13.0%
35
-12.5%
0.01%0.0%
Q1 2022$169,000
+3.0%
40
+2.6%
0.01%
+25.0%
Q4 2021$164,000
+331.6%
39
+875.0%
0.00%
-77.8%
Q3 2021$38,000
-5.0%
40.0%0.02%
+28.6%
Q2 2021$40,000
-75.0%
40.0%0.01%
+366.7%
Q1 2021$160,000
+15900.0%
4
-78.9%
0.00%
+200.0%
Q4 2020$1,000
-100.0%
19
-75.0%
0.00%
-85.7%
Q1 2020$2,248,000760.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 270,418$11,690,0004.18%
Aris Wealth Services, Inc. 18,881$816,0000.76%
BBVA USA Bancshares, Inc. 329,585$14,248,0000.64%
Linscomb Wealth, Inc. 92,011$3,978,0000.43%
FIFTH THIRD BANCORP 875,965$37,868,0000.33%
LVM CAPITAL MANAGEMENT LTD/MI 17,015$736,0000.25%
Madrona Financial Services, LLC 5,618$243,0000.24%
MOTCO 44,912$1,942,0000.22%
Veritable, L.P. 217,824$9,417,0000.20%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 332,745$15,097,0000.18%
View complete list of WISDOMTREE TR shareholders