AE Wealth Management LLC - WISDOMTREE TR ownership

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
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,322,714
+7.8%
128,896
+2.1%
0.01%
+7.7%
Q2 2023$2,153,830
+2.8%
126,250
+7.7%
0.01%0.0%
Q1 2023$2,095,698
+26.9%
117,275
+29.4%
0.01%
+8.3%
Q4 2022$1,650,962
-4.3%
90,613
+11.9%
0.01%
-14.3%
Q3 2022$1,726,000
-19.1%
80,956
-11.0%
0.01%
-17.6%
Q2 2022$2,134,000
+51.3%
90,975
+63.0%
0.02%
+70.0%
Q1 2022$1,410,000
+219.0%
55,806
+162.9%
0.01%
+233.3%
Q4 2021$442,000
-2.4%
21,229
+4.5%
0.00%
-25.0%
Q3 2021$453,000
-56.8%
20,314
-57.1%
0.00%
-55.6%
Q2 2021$1,048,000
+175.1%
47,334
+149.2%
0.01%
+125.0%
Q1 2021$381,00018,9920.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 421,834$8,462,0007.13%
Newport Wealth Strategies, Inc. 90,660$1,819,0001.13%
LEO BROKERAGE, LLC 115,918$2,325,0000.66%
Truadvice, LLC 75,531$1,630,0000.48%
Financial Advocates Investment Management 201,205$4,036,0000.29%
Stratos Wealth Advisors, LLC 101,724$2,041,0000.22%
Compass Ion Advisors, LLC 18,622$374,0000.15%
WealthShield Partners, LLC 37,130$745,0000.13%
BAROMETER CAPITAL MANAGEMENT INC. 33,800$678,028,0000.11%
Teamwork Financial Advisors, LLC 18,992$381,0000.09%
View complete list of WISDOMTREE TR shareholders