WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 64 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $533,657 | -1.3% | 28,236 | -3.8% | 0.12% | +0.8% |
| Q1 2024 | $540,833 | +2.9% | 29,345 | -5.5% | 0.12% | -2.4% |
| Q4 2023 | $525,654 | -5.2% | 31,049 | +0.9% | 0.12% | -19.9% |
| 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 | $665,000 | – | 30,044 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 469,398 | $7,946,909 | 4.51% |
| Team Financial Group, LLC | 211,767 | $3,585,209 | 2.57% |
| Wayfinding Financial, LLC | 150,477 | $2,547 | 1.73% |
| Empirical Asset Management, LLC | 88,742 | $1,502,410 | 1.23% |
| Leo Wealth, LLC | 348,754 | $6,048,228 | 0.63% |
| KLR INVESTMENT ADVISORS, LLC | 47,273 | $800,332 | 0.58% |
| Avestar Capital, LLC | 135,606 | $2,295,810 | 0.26% |
| New Century Financial Group, LLC | 10,976 | $185,824 | 0.16% |
| Merit Financial Group, LLC | 247,895 | $4,196,866 | 0.13% |
| Fermata Advisors, LLC | 31,049 | $525,654 | 0.12% |