WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 348,110 | $7,420,000 | 7.47% |
| Wayfinding Financial, LLC | 128,313 | $2,735,000 | 2.55% |
| Aprio Wealth Management, LLC | 275,803 | $5,879,000 | 2.36% |
| Amplius Wealth Advisors, LLC | 605,086 | $12,898,000 | 2.31% |
| Clearwater Capital Advisors, LLC | 575,534 | $12,268,000 | 1.69% |
| Empirical Asset Management, LLC | 29,320 | $625,000 | 0.68% |
| BlackDiamond Wealth Management, LLC | 22,616 | $406,000 | 0.49% |
| Financial Advocates Investment Management | 249,356 | $5,315,000 | 0.44% |
| Fermata Advisors, LLC | 40,360 | $860,000 | 0.28% |
| JOURNEY STRATEGIC WEALTH LLC | 79,113 | $1,686,000 | 0.23% |