Geneos Wealth Management Inc. - 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
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 2022
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