Wayfinding Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 89 filers reported holding WISDOMTREE TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 330,220$6,014,6844.83%
Wayfinding Financial, LLC 176,762$3,8533.09%
Aprio Wealth Management, LLC 175,694$3,201,1511.13%
KLR INVESTMENT ADVISORS, LLC 52,515$956,8150.79%
Wealth Enhancement & Preservation of GA, LLC 23,573$429,5000.70%
Talisman Wealth Advisors LLC 15,830$2880.61%
Empirical Asset Management, LLC 30,518$556,0400.58%
BlackDiamond Wealth Management, LLC 25,615$455,4350.52%
Fermata Advisors, LLC 42,061$766,3000.23%
USAdvisors Wealth Management, LLC 25,612$4670.23%
View complete list of WISDOMTREE TR shareholders