AE Wealth 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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 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