JOURNEY STRATEGIC WEALTH 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
JOURNEY STRATEGIC WEALTH LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$252,154
+20.0%
13,993
+13.6%
0.01%
+20.0%
Q2 2023$210,179
-33.4%
12,320
-30.2%
0.01%
-69.7%
Q1 2023$315,566
-70.9%
17,659
-70.4%
0.03%
-74.2%
Q4 2022$1,085,616
-35.6%
59,584
-24.7%
0.13%
-43.6%
Q3 2022$1,686,000
-14.5%
79,113
-5.8%
0.23%
-14.0%
Q2 2022$1,971,000
-4.9%
83,999
-15.6%
0.26%
+22.2%
Q4 2021$2,072,00099,5270.22%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 408,911$7,368,5824.87%
New Harbor Financial Group, LLC 661,755$11,924,8253.94%
Team Financial Group, LLC 233,669$4,210,7253.48%
Wayfinding Financial, LLC 151,804$2,7092.05%
Empirical Asset Management, LLC 89,344$1,609,9721.40%
KLR INVESTMENT ADVISORS, LLC 46,043$822,7800.75%
Truadvice, LLC 48,039$829,4050.32%
Avestar Capital, LLC 112,963$2,035,5930.29%
USAdvisors Wealth Management, LLC 32,923$5930.26%
Fermata Advisors, LLC 30,762$554,2850.16%
View complete list of WISDOMTREE TR shareholders