WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 55 filers reported holding WISDOMTREE TR in Q3 2023. 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 | 408,911 | $7,368,582 | 4.87% |
| New Harbor Financial Group, LLC | 661,755 | $11,924,825 | 3.94% |
| Team Financial Group, LLC | 233,669 | $4,210,725 | 3.48% |
| Wayfinding Financial, LLC | 151,804 | $2,709 | 2.05% |
| Empirical Asset Management, LLC | 89,344 | $1,609,972 | 1.40% |
| KLR INVESTMENT ADVISORS, LLC | 46,043 | $822,780 | 0.75% |
| Truadvice, LLC | 48,039 | $829,405 | 0.32% |
| Avestar Capital, LLC | 112,963 | $2,035,593 | 0.29% |
| USAdvisors Wealth Management, LLC | 32,923 | $593 | 0.26% |
| Fermata Advisors, LLC | 30,762 | $554,285 | 0.16% |