WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 55 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $668 | +45.5% | 37,081 | +37.9% | 0.03% | +55.0% |
| Q2 2023 | $459 | +4.3% | 26,897 | +9.3% | 0.02% | +11.1% |
| Q1 2023 | $440 | +12.2% | 24,604 | +14.4% | 0.02% | -10.0% |
| Q4 2022 | $392 | -99.9% | 21,510 | -36.3% | 0.02% | -48.7% |
| Q3 2022 | $720,000 | -70.4% | 33,770 | -65.0% | 0.04% | -53.6% |
| Q1 2022 | $2,436,000 | +91.8% | 96,419 | +69.2% | 0.08% | +64.7% |
| Q3 2021 | $1,270,000 | +34.7% | 56,971 | +33.8% | 0.05% | +8.5% |
| Q2 2021 | $943,000 | +148.8% | 42,571 | +125.1% | 0.05% | +123.8% |
| Q1 2021 | $379,000 | -32.6% | 18,914 | -35.9% | 0.02% | -44.7% |
| Q4 2020 | $562,000 | – | 29,526 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 330,220 | $6,014,684 | 4.83% |
| Wayfinding Financial, LLC | 176,762 | $3,853 | 3.09% |
| Aprio Wealth Management, LLC | 175,694 | $3,201,151 | 1.13% |
| KLR INVESTMENT ADVISORS, LLC | 52,515 | $956,815 | 0.79% |
| Wealth Enhancement & Preservation of GA, LLC | 23,573 | $429,500 | 0.70% |
| Talisman Wealth Advisors LLC | 15,830 | $288 | 0.61% |
| Empirical Asset Management, LLC | 30,518 | $556,040 | 0.58% |
| BlackDiamond Wealth Management, LLC | 25,615 | $455,435 | 0.52% |
| Fermata Advisors, LLC | 42,061 | $766,300 | 0.23% |
| USAdvisors Wealth Management, LLC | 25,612 | $467 | 0.23% |