KESTRA PRIVATE WEALTH SERVICES, LLC - 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
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$229,00011,3980.02%
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