BlackDiamond Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 81 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$455,435
+12.2%
25,615
+13.3%
0.52%
+5.5%
Q3 2022$406,000
-30.8%
22,616
-12.6%
0.49%
-33.2%
Q2 2022$587,000
-65.0%
25,889
-61.0%
0.73%
-63.5%
Q1 2022$1,679,000
+85.3%
66,466
+52.7%
2.00%
+92.7%
Q4 2021$906,00043,5231.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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