WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 49 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,843 | +9.7% | 66,029 | +3.8% | 0.04% | 0.0% |
| Q2 2023 | $1,084,845 | +0.6% | 63,590 | +5.4% | 0.04% | -14.0% |
| Q1 2023 | $1,078,488 | +63.9% | 60,352 | +67.2% | 0.04% | +30.3% |
| Q4 2022 | $657,825 | -16.9% | 36,105 | -2.9% | 0.03% | -28.3% |
| Q3 2022 | $792,000 | -47.8% | 37,167 | -42.5% | 0.05% | -47.1% |
| Q2 2022 | $1,516,000 | -36.5% | 64,602 | -31.7% | 0.09% | -26.3% |
| Q1 2022 | $2,389,000 | +29.8% | 94,570 | +7.0% | 0.12% | +34.1% |
| Q4 2021 | $1,840,000 | -0.9% | 88,365 | +6.1% | 0.09% | -15.4% |
| Q3 2021 | $1,857,000 | +10.7% | 83,252 | +9.9% | 0.10% | +2.0% |
| Q2 2021 | $1,678,000 | +632.8% | 75,765 | +564.7% | 0.10% | +537.5% |
| Q1 2021 | $229,000 | – | 11,398 | – | 0.02% | – |
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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% |