Wayfinding Financial, 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
Wayfinding Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,709
-4.4%
151,804
-2.3%
2.05%
+4.1%
Q2 2023$2,834
-0.2%
155,329
-2.3%
1.97%
-8.9%
Q1 2023$2,841
-26.3%
159,022
-10.0%
2.16%
-30.1%
Q4 2022$3,853
-99.9%
176,762
+37.8%
3.09%
+21.0%
Q3 2022$2,735,000
-11.5%
128,313
-2.6%
2.55%
-6.0%
Q2 2022$3,090,000
-7.4%
131,737
+1.3%
2.72%
-2.7%
Q1 2022$3,336,000
-13.4%
129,993
-26.5%
2.79%
-9.7%
Q4 2021$3,853,000176,7623.09%
Other shareholders
WISDOMTREE TR shareholders Q4 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