B. Riley Wealth Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 83 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 7.78 and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$676,330
-70.2%
37,532
-71.8%
0.02%
-64.7%
Q2 2023$2,272,684
-30.4%
133,217
-27.1%
0.05%
-41.4%
Q1 2023$3,264,050
-59.0%
182,656
-58.2%
0.09%
-61.0%
Q4 2022$7,963,320
+12.4%
437,064
+31.5%
0.22%
+4.2%
Q3 2022$7,083,000
-10.1%
332,274
-1.1%
0.21%
-35.5%
Q2 2022$7,879,000
-18.2%
335,840
-11.9%
0.33%
+5.4%
Q1 2022$9,634,000
+2591.1%
381,350
+2118.4%
0.32%
+3050.0%
Q4 2021$358,00017,1900.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 348,110$7,420,0007.47%
Wayfinding Financial, LLC 128,313$2,735,0002.55%
Aprio Wealth Management, LLC 275,803$5,879,0002.36%
Amplius Wealth Advisors, LLC 605,086$12,898,0002.31%
Clearwater Capital Advisors, LLC 575,534$12,268,0001.69%
Empirical Asset Management, LLC 29,320$625,0000.68%
BlackDiamond Wealth Management, LLC 22,616$406,0000.49%
Financial Advocates Investment Management 249,356$5,315,0000.44%
Fermata Advisors, LLC 40,360$860,0000.28%
JOURNEY STRATEGIC WEALTH LLC 79,113$1,686,0000.23%
View complete list of WISDOMTREE TR shareholders