Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 50 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$17
-79.5%
0
-100.0%
0.00%
Q2 2023$83
+388.2%
670.0%0.00%
-100.0%
Q1 2023$17
-99.9%
67
-41.2%
0.00%0.0%
Q3 2022$15,0000.0%114
-3.4%
0.00%
Q2 2022$15,000
-11.8%
118
-10.6%
0.00%
Q1 2022$17,000
-10.5%
132
-7.0%
0.00%
Q4 2021$19,000
-75.3%
1420.00%
-100.0%
Q3 2021$77,000
+4.1%
00.04%
+33.3%
Q2 2021$74,000
+270.0%
00.03%
Q1 2021$20,00000.00%
Q4 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2020$354,000
+378.4%
6
-14.3%
0.00%
-98.0%
Q4 2019$74,000
+7300.0%
7
-12.5%
0.05%
+5000.0%
Q3 2019$1,00080.0%0.00%
Q2 2019$0
-100.0%
80.0%0.00%
-100.0%
Q1 2019$1,0000.0%8
-27.3%
0.00%0.0%
Q3 2018$1,0000.0%11
-21.4%
0.00%0.0%
Q2 2018$1,0000.0%14
+40.0%
0.00%0.0%
Q1 2018$1,000100.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Services LLC 545,118$28,046,0001.44%
NEW VERNON INVESTMENT MANAGEMENT LLC 30,000$1,544,0001.26%
RiverFront Investment Group, LLC 654,890$33,694,0000.83%
ROBERTS GLORE & CO INC /IL/ 13,518$696,0000.48%
Cetera Advisors LLC 33,518$1,722,0000.13%
LPL Financial LLC 432,761$21,984,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 59,868$3,080,0000.12%
Brookstone Capital Management 11,372$585,0000.11%
Private Advisor Group, LLC 30,247$1,556,0000.11%
BESSEMER GROUP INC 320,000$16,464,0000.05%
View complete list of WISDOMTREE TR shareholders