WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 64 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,352 | -6.6% | 25,436 | -11.6% | 0.00% | 0.0% |
| Q2 2023 | $490,964 | -24.5% | 28,779 | -21.0% | 0.00% | 0.0% |
| Q1 2023 | $650,603 | -68.9% | 36,408 | -68.3% | 0.00% | -75.0% |
| Q4 2022 | $2,090,477 | +333.7% | 114,769 | +407.1% | 0.00% | +300.0% |
| Q3 2022 | $482,000 | -36.6% | 22,634 | -30.2% | 0.00% | -50.0% |
| Q2 2022 | $760,000 | -53.0% | 32,419 | -49.4% | 0.00% | -33.3% |
| Q1 2022 | $1,617,000 | +25.3% | 64,059 | +3.2% | 0.00% | +50.0% |
| Q4 2021 | $1,291,000 | +17.4% | 62,045 | +25.8% | 0.00% | 0.0% |
| Q3 2021 | $1,100,000 | +36.5% | 49,339 | +35.6% | 0.00% | 0.0% |
| Q2 2021 | $806,000 | +8.5% | 36,380 | -1.9% | 0.00% | 0.0% |
| Q1 2021 | $743,000 | +34.1% | 37,066 | +27.3% | 0.00% | +100.0% |
| Q4 2020 | $554,000 | – | 29,115 | – | 0.00% | – |
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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% |