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 | $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 | $381,000 | – | 18,992 | – | 0.00% | – |
Download | ||||||
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% |