GREAT VALLEY ADVISOR GROUP, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 30 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,091,227
+4.5%
102,361
-0.9%
0.09%
+3.6%
Q2 2023$2,001,136103,3110.08%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Procyon Advisors, LLC 81,241$1,573,6380.20%
S. R. Schill & Associates 13,002$251,8490.11%
GREAT VALLEY ADVISOR GROUP, INC. 103,311$2,001,1360.08%
Claro Advisors LLC 13,447$260,4650.06%
Rise Advisors, LLC 1,601$31,0200.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,000$193,7000.02%
FLOW TRADERS U.S. LLC 19,818$3840.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,402$201,4780.02%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 200$3,8740.00%
Cambridge Investment Research Advisors, Inc. 18,594$3600.00%
View complete list of WISDOMTREE TR shareholders