Arkadios Wealth Advisors - 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
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 Q1 2023
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 421,834$8,462,0007.13%
Newport Wealth Strategies, Inc. 90,660$1,819,0001.13%
LEO BROKERAGE, LLC 115,918$2,325,0000.66%
Truadvice, LLC 75,531$1,630,0000.48%
Financial Advocates Investment Management 201,205$4,036,0000.29%
Stratos Wealth Advisors, LLC 101,724$2,041,0000.22%
Compass Ion Advisors, LLC 18,622$374,0000.15%
WealthShield Partners, LLC 37,130$745,0000.13%
BAROMETER CAPITAL MANAGEMENT INC. 33,800$678,028,0000.11%
Teamwork Financial Advisors, LLC 18,992$381,0000.09%
View complete list of WISDOMTREE TR shareholders