Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 66 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$2,000
-83.3%
109
-79.0%
0.00%
-100.0%
Q2 2022$12,000
-77.4%
519
-75.5%
0.00%
-50.0%
Q1 2022$53,000
-85.2%
2,116
-87.7%
0.00%
-85.7%
Q4 2021$357,00017,1850.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 330,220$6,014,6844.83%
Wayfinding Financial, LLC 176,762$3,8533.09%
Aprio Wealth Management, LLC 175,694$3,201,1511.13%
KLR INVESTMENT ADVISORS, LLC 52,515$956,8150.79%
Wealth Enhancement & Preservation of GA, LLC 23,573$429,5000.70%
Talisman Wealth Advisors LLC 15,830$2880.61%
Empirical Asset Management, LLC 30,518$556,0400.58%
BlackDiamond Wealth Management, LLC 25,615$455,4350.52%
Fermata Advisors, LLC 42,061$766,3000.23%
USAdvisors Wealth Management, LLC 25,612$4670.23%
View complete list of WISDOMTREE TR shareholders