Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$398,512
+5.6%
22,1150.0%0.04%
-13.6%
Q2 2023$377,281
-4.7%
22,115
-0.2%
0.04%
-6.4%
Q1 2023$395,945
-2.7%
22,157
-0.8%
0.05%
-13.0%
Q4 2022$407,052
-9.1%
22,341
+6.3%
0.05%
-20.6%
Q3 2022$448,000
+33.3%
21,013
+46.7%
0.07%
+36.0%
Q2 2022$336,00014,3210.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
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