Financial Advocates Investment Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 71 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$446,060
-4.6%
24,961
-2.8%
0.03%
-8.6%
Q4 2022$467,769
-91.2%
25,673
-89.7%
0.04%
-92.0%
Q3 2022$5,315,000
-5.8%
249,356
+3.6%
0.44%
-4.1%
Q2 2022$5,645,000
-7.8%
240,614
-0.7%
0.46%
+13.6%
Q1 2022$6,122,000
+959.2%
242,354
+772.9%
0.40%
+1019.4%
Q4 2021$578,000
-89.6%
27,763
-88.9%
0.04%
-90.4%
Q3 2021$5,570,000
+18.8%
249,783
+18.0%
0.38%
+20.1%
Q2 2021$4,688,000
+16.2%
211,653
+5.2%
0.31%
+9.4%
Q1 2021$4,036,000
+11.5%
201,205
+5.9%
0.29%
+15.3%
Q4 2020$3,620,000190,0110.25%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 348,110$7,420,0007.47%
Wayfinding Financial, LLC 128,313$2,735,0002.55%
Aprio Wealth Management, LLC 275,803$5,879,0002.36%
Amplius Wealth Advisors, LLC 605,086$12,898,0002.31%
Clearwater Capital Advisors, LLC 575,534$12,268,0001.69%
Empirical Asset Management, LLC 29,320$625,0000.68%
BlackDiamond Wealth Management, LLC 22,616$406,0000.49%
Financial Advocates Investment Management 249,356$5,315,0000.44%
Fermata Advisors, LLC 40,360$860,0000.28%
JOURNEY STRATEGIC WEALTH LLC 79,113$1,686,0000.23%
View complete list of WISDOMTREE TR shareholders