Arkadios Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 50 filers reported holding WISDOMTREE TR in Q4 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
Q2 2024$417,973
+2.6%
22,1150.0%0.03%
-12.5%
Q1 2024$407,579
+8.9%
22,1150.0%0.03%0.0%
Q4 2023$374,406
-6.0%
22,1150.0%0.03%
-15.8%
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 2023
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 469,398$7,946,9094.51%
Team Financial Group, LLC 211,767$3,585,2092.57%
Wayfinding Financial, LLC 150,477$2,5471.73%
Empirical Asset Management, LLC 88,742$1,502,4101.23%
Leo Wealth, LLC 348,754$6,048,2280.63%
KLR INVESTMENT ADVISORS, LLC 47,273$800,3320.58%
Avestar Capital, LLC 135,606$2,295,8100.26%
New Century Financial Group, LLC 10,976$185,8240.16%
Merit Financial Group, LLC 247,895$4,196,8660.13%
Fermata Advisors, LLC 31,049$525,6540.12%
View complete list of WISDOMTREE TR shareholders