Compass Ion Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 81 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$205,000
+2.0%
8,106
-9.9%
0.06%
-12.5%
Q3 2021$201,000
-18.3%
8,996
-19.0%
0.07%
-25.0%
Q2 2021$246,000
-34.2%
11,100
-40.4%
0.10%
-37.7%
Q1 2021$374,00018,6220.15%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 330,220$6,014,6844.83%
Wayfinding Financial, LLC 176,762$3,8533.09%
Aprio Wealth Management, LLC 175,694$3,201,1511.13%
KLR INVESTMENT ADVISORS, LLC 52,515$956,8150.79%
Wealth Enhancement & Preservation of GA, LLC 23,573$429,5000.70%
Talisman Wealth Advisors LLC 15,830$2880.61%
Empirical Asset Management, LLC 30,518$556,0400.58%
BlackDiamond Wealth Management, LLC 25,615$455,4350.52%
Fermata Advisors, LLC 42,061$766,3000.23%
USAdvisors Wealth Management, LLC 25,612$4670.23%
View complete list of WISDOMTREE TR shareholders