Fermata Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 66 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$554,285
+3.9%
30,762
-1.6%
0.16%
-67.7%
Q2 2023$533,531
-30.4%
31,276
-25.6%
0.48%
+112.8%
Q4 2022$766,300
-10.9%
42,061
+4.2%
0.23%
-18.9%
Q3 2022$860,000
-19.1%
40,360
-10.9%
0.28%
-24.5%
Q2 2022$1,063,000
-8.8%
45,321
-1.8%
0.37%
-15.1%
Q1 2022$1,165,000
+24.7%
46,133
+2.8%
0.44%
+27.8%
Q4 2021$934,000
+6.0%
44,861
+13.6%
0.34%
-12.1%
Q3 2021$881,000
+32.5%
39,507
+31.5%
0.39%
+0.8%
Q2 2021$665,00030,0440.39%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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