Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 48 filers reported holding WISDOMTREE TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 55,300$4,448,0004.63%
Migdal Insurance & Financial Holdings Ltd. 1,040,154$83,660,0002.08%
Mariner Wealth Advisors-Cincinnati, LLC 423,408$34,055,0002.06%
XPONANCE, INC. 39,014$3,324,0001.99%
Motley Fool Wealth Management, LLC 266,680$21,449,0001.65%
CUMBERLAND ADVISORS INC 28,130$2,262,0001.25%
RiverFront Investment Group, LLC 409,026$32,898,0000.78%
Ironsides Asset Advisors, LLC 25,140$2,022,0000.78%
Darwin Wealth Management, LLC 17,924$1,442,0000.62%
Vantage Investment Partners, LLC 78,450$6,310,0000.57%
View complete list of WISDOMTREE TR shareholders