Financial Advocates Investment Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 64 filers reported holding WISDOMTREE TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 469,398$7,946,9094.51%
Team Financial Group, LLC 211,767$3,585,2092.57%
Wayfinding Financial, LLC 150,477$2,5471.73%
Empirical Asset Management, LLC 88,742$1,502,4101.23%
Leo Wealth, LLC 348,754$6,048,2280.63%
KLR INVESTMENT ADVISORS, LLC 47,273$800,3320.58%
Avestar Capital, LLC 135,606$2,295,8100.26%
New Century Financial Group, LLC 10,976$185,8240.16%
Merit Financial Group, LLC 247,895$4,196,8660.13%
Fermata Advisors, LLC 31,049$525,6540.12%
View complete list of WISDOMTREE TR shareholders