WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 55 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,963 | -4.5% | 584 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $10,436 | -1.9% | 584 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $10,640 | -11.3% | 584 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $12,000 | -14.3% | 584 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | -53.3% | 584 | -50.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | +150.0% | 1,168 | +100.0% | 0.01% | +20.0% |
| Q4 2021 | $12,000 | -91.1% | 584 | -90.4% | 0.01% | -92.4% |
| Q3 2021 | $135,000 | 0.0% | 6,068 | -0.7% | 0.07% | -4.3% |
| Q2 2021 | $135,000 | +11.6% | 6,112 | +1.6% | 0.07% | -2.8% |
| Q1 2021 | $121,000 | +15.2% | 6,015 | +8.8% | 0.07% | +1.4% |
| Q4 2020 | $105,000 | – | 5,531 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 348,110 | $7,420,000 | 7.47% |
| Wayfinding Financial, LLC | 128,313 | $2,735,000 | 2.55% |
| Aprio Wealth Management, LLC | 275,803 | $5,879,000 | 2.36% |
| Amplius Wealth Advisors, LLC | 605,086 | $12,898,000 | 2.31% |
| Clearwater Capital Advisors, LLC | 575,534 | $12,268,000 | 1.69% |
| Empirical Asset Management, LLC | 29,320 | $625,000 | 0.68% |
| BlackDiamond Wealth Management, LLC | 22,616 | $406,000 | 0.49% |
| Financial Advocates Investment Management | 249,356 | $5,315,000 | 0.44% |
| Fermata Advisors, LLC | 40,360 | $860,000 | 0.28% |
| JOURNEY STRATEGIC WEALTH LLC | 79,113 | $1,686,000 | 0.23% |