WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 89 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,072,442 | +4.8% | 59,514 | -0.8% | 0.00% | 0.0% |
Q2 2023 | $1,023,139 | +4.0% | 59,973 | +9.0% | 0.00% | 0.0% |
Q1 2023 | $983,404 | +31.1% | 55,031 | +33.7% | 0.00% | 0.0% |
Q4 2022 | $750,081 | -18.6% | 41,168 | -4.9% | 0.00% | 0.0% |
Q3 2022 | $922,000 | -8.6% | 43,269 | +0.6% | 0.00% | 0.0% |
Q2 2022 | $1,009,000 | – | 43,028 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Warren Street Wealth Advisors, LLC | 348,110 | $7,420,000 | 7.47% |
Wayfinding Financial, LLC | 128,313 | $2,735,000 | 2.55% |
Aprio Wealth Management, LLC | 275,803 | $5,879,000 | 2.36% |
Amplius Wealth Advisors, LLC | 605,086 | $12,898,000 | 2.31% |
Clearwater Capital Advisors, LLC | 575,534 | $12,268,000 | 1.69% |
Empirical Asset Management, LLC | 29,320 | $625,000 | 0.68% |
BlackDiamond Wealth Management, LLC | 22,616 | $406,000 | 0.49% |
Financial Advocates Investment Management | 249,356 | $5,315,000 | 0.44% |
Fermata Advisors, LLC | 40,360 | $860,000 | 0.28% |
JOURNEY STRATEGIC WEALTH LLC | 79,113 | $1,686,000 | 0.23% |