FLAGSHIP HARBOR ADVISORS, 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
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 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