HERITAGE WEALTH MANAGEMENT, 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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$170,466
+70.5%
9,356
+100.0%
0.02%
-25.0%
Q3 2022$100,000
-99.9%
4,678
-0.1%
0.03%
-13.5%
Q2 2022$109,910,000
+83800.8%
4,685
-9.4%
0.04%
+5.7%
Q1 2022$131,000
+12.9%
5,173
-0.8%
0.04%
-14.6%
Q3 2021$116,000
+24.7%
5,217
+24.5%
0.04%
+17.1%
Q2 2021$93,0004,1890.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 408,911$7,368,5824.87%
New Harbor Financial Group, LLC 661,755$11,924,8253.94%
Team Financial Group, LLC 233,669$4,210,7253.48%
Wayfinding Financial, LLC 151,804$2,7092.05%
Empirical Asset Management, LLC 89,344$1,609,9721.40%
KLR INVESTMENT ADVISORS, LLC 46,043$822,7800.75%
Truadvice, LLC 48,039$829,4050.32%
Avestar Capital, LLC 112,963$2,035,5930.29%
USAdvisors Wealth Management, LLC 32,923$5930.26%
Fermata Advisors, LLC 30,762$554,2850.16%
View complete list of WISDOMTREE TR shareholders