Covestor Ltd - 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
Covestor Ltd ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$30.0%146
-21.1%
0.00%0.0%
Q2 2023$30.0%185
+8.2%
0.00%
-33.3%
Q1 2023$3
-62.5%
171
-56.6%
0.00%0.0%
Q4 2022$8
-99.7%
394
+152.6%
0.00%0.0%
Q3 2022$3,000
-50.0%
156
-40.5%
0.00%
-40.0%
Q2 2022$6,000
+20.0%
262
+40.9%
0.01%
+66.7%
Q1 2022$5,000
+25.0%
186
-12.7%
0.00%
-50.0%
Q4 2021$4,0002130.01%
Other shareholders
WISDOMTREE TR shareholders Q1 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