JOURNEY STRATEGIC WEALTH LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 71 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2022
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