WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 89 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |