FLAGSHIP HARBOR 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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$211,475
-21.9%
12,396
-18.2%
0.02%
-34.6%
Q1 2023$270,873
-1.9%
15,1580.0%0.03%
-7.1%
Q4 2022$276,179
-7.3%
15,158
+8.3%
0.03%
-20.0%
Q3 2022$298,000
-16.3%
13,990
-7.8%
0.04%
-12.5%
Q2 2022$356,000
+11.2%
15,176
+19.9%
0.04%
+29.0%
Q1 2022$320,00012,6550.03%
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