Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 55 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$254,843
-100.0%
13,987
-98.5%
0.00%
-98.1%
Q3 2022$9,904,895,000
+85508.4%
928,376
+88.2%
0.11%
-10.9%
Q2 2022$11,570,000
-2.4%
493,178
+5.1%
0.12%
-3.3%
Q1 2022$11,855,000
+1998.2%
469,300
+1627.8%
0.12%
+1950.0%
Q4 2021$565,000
+1.4%
27,161
+8.7%
0.01%0.0%
Q3 2021$557,000
+5.5%
24,985
+4.7%
0.01%0.0%
Q2 2021$528,000
-79.3%
23,855
-81.2%
0.01%
-81.2%
Q1 2021$2,548,000
+214.6%
126,998
+198.2%
0.03%
+255.6%
Q4 2020$810,00042,5930.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 348,110$7,420,0007.47%
Wayfinding Financial, LLC 128,313$2,735,0002.55%
Aprio Wealth Management, LLC 275,803$5,879,0002.36%
Amplius Wealth Advisors, LLC 605,086$12,898,0002.31%
Clearwater Capital Advisors, LLC 575,534$12,268,0001.69%
Empirical Asset Management, LLC 29,320$625,0000.68%
BlackDiamond Wealth Management, LLC 22,616$406,0000.49%
Financial Advocates Investment Management 249,356$5,315,0000.44%
Fermata Advisors, LLC 40,360$860,0000.28%
JOURNEY STRATEGIC WEALTH LLC 79,113$1,686,0000.23%
View complete list of WISDOMTREE TR shareholders