Disciplined Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 89 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$9,963
-4.5%
5840.0%0.01%
+25.0%
Q1 2023$10,436
-1.9%
5840.0%0.00%
-20.0%
Q4 2022$10,640
-11.3%
5840.0%0.01%
-16.7%
Q3 2022$12,000
-14.3%
5840.0%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$135,0000.0%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$105,0005,5310.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Newport Wealth Strategies, Inc. 154,230$3,416,0001.97%
LEO BROKERAGE, LLC 215,352$4,770,0000.96%
Clearwater Capital Advisors, LLC 340,133$7,533,0000.88%
Fermata Advisors, LLC 30,044$665,0000.39%
Truadvice, LLC 78,401$1,742,0000.38%
Financial Advocates Investment Management 211,653$4,688,0000.31%
Navis Wealth Advisors, LLC 14,326$317,0000.27%
Stratos Wealth Advisors, LLC 99,375$2,201,0000.20%
BAROMETER CAPITAL MANAGEMENT INC. 42,100$932,443,0000.18%
KESTRA PRIVATE WEALTH SERVICES, LLC 75,765$1,678,0000.10%
View complete list of WISDOMTREE TR shareholders