JOURNEY STRATEGIC WEALTH 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
JOURNEY STRATEGIC WEALTH LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$200,133
-20.6%
10,589
-24.3%
0.01%
-25.0%
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 Q2 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 469,398$7,946,9094.51%
Team Financial Group, LLC 211,767$3,585,2092.57%
Wayfinding Financial, LLC 150,477$2,5471.73%
Empirical Asset Management, LLC 88,742$1,502,4101.23%
Leo Wealth, LLC 348,754$6,048,2280.63%
KLR INVESTMENT ADVISORS, LLC 47,273$800,3320.58%
Avestar Capital, LLC 135,606$2,295,8100.26%
New Century Financial Group, LLC 10,976$185,8240.16%
Merit Financial Group, LLC 247,895$4,196,8660.13%
Fermata Advisors, LLC 31,049$525,6540.12%
View complete list of WISDOMTREE TR shareholders