Covenant Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 55 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Covenant Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$223,448
+11.9%
12,400
+5.9%
0.06%
+15.7%
Q2 2023$199,773
-4.5%
11,7100.0%0.05%
+2.0%
Q1 2023$209,258
-1.9%
11,7100.0%0.05%
-2.0%
Q4 2022$213,356
-12.6%
11,710
+2.4%
0.05%
-27.1%
Q3 2022$244,000
-9.0%
11,4350.0%0.07%
-17.6%
Q2 2022$268,000
-7.3%
11,4350.0%0.08%
+9.0%
Q1 2022$289,000
+21.4%
11,4350.0%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%
10,4750.0%0.07%
+6.2%
Q1 2021$210,00010,4750.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Newport Wealth Strategies, Inc. 154,230$3,416,0001.97%
LEO BROKERAGE, LLC 215,352$4,770,0000.96%
Clearwater Capital Advisors, LLC 340,133$7,533,0000.88%
Fermata Advisors, LLC 30,044$665,0000.39%
Truadvice, LLC 78,401$1,742,0000.38%
Financial Advocates Investment Management 211,653$4,688,0000.31%
Navis Wealth Advisors, LLC 14,326$317,0000.27%
Stratos Wealth Advisors, LLC 99,375$2,201,0000.20%
BAROMETER CAPITAL MANAGEMENT INC. 42,100$932,443,0000.18%
KESTRA PRIVATE WEALTH SERVICES, LLC 75,765$1,678,0000.10%
View complete list of WISDOMTREE TR shareholders