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 | $223,448 | +11.9% | 12,400 | +5.9% | 0.06% | +15.7% |
| Q2 2023 | $199,773 | -4.5% | 11,710 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $209,258 | -1.9% | 11,710 | 0.0% | 0.05% | -2.0% |
| Q4 2022 | $213,356 | -12.6% | 11,710 | +2.4% | 0.05% | -27.1% |
| Q3 2022 | $244,000 | -9.0% | 11,435 | 0.0% | 0.07% | -17.6% |
| Q2 2022 | $268,000 | -7.3% | 11,435 | 0.0% | 0.08% | +9.0% |
| Q1 2022 | $289,000 | +21.4% | 11,435 | 0.0% | 0.08% | +23.8% |
| Q4 2021 | $238,000 | -2.1% | 11,435 | +5.1% | 0.06% | -12.5% |
| Q3 2021 | $243,000 | +4.7% | 10,885 | +3.9% | 0.07% | +4.3% |
| Q2 2021 | $232,000 | +10.5% | 10,475 | 0.0% | 0.07% | +6.2% |
| Q1 2021 | $210,000 | – | 10,475 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 348,110 | $7,420,000 | 7.47% |
| Wayfinding Financial, LLC | 128,313 | $2,735,000 | 2.55% |
| Aprio Wealth Management, LLC | 275,803 | $5,879,000 | 2.36% |
| Amplius Wealth Advisors, LLC | 605,086 | $12,898,000 | 2.31% |
| Clearwater Capital Advisors, LLC | 575,534 | $12,268,000 | 1.69% |
| Empirical Asset Management, LLC | 29,320 | $625,000 | 0.68% |
| BlackDiamond Wealth Management, LLC | 22,616 | $406,000 | 0.49% |
| Financial Advocates Investment Management | 249,356 | $5,315,000 | 0.44% |
| Fermata Advisors, LLC | 40,360 | $860,000 | 0.28% |
| JOURNEY STRATEGIC WEALTH LLC | 79,113 | $1,686,000 | 0.23% |