WISDOMTREE TR's ticker is GCC and the CUSIP is 97717Y683. A total of 55 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,698 | +1.2% | 1,981 | -4.2% | 0.00% | – |
| Q2 2023 | $35,263 | -2.6% | 2,067 | +2.1% | 0.00% | – |
| Q1 2023 | $36,187 | -68.1% | 2,025 | -67.5% | 0.00% | – |
| Q4 2022 | $113,547 | -14.6% | 6,232 | 0.0% | 0.00% | – |
| Q3 2022 | $133,000 | -8.9% | 6,232 | 0.0% | 0.00% | – |
| Q2 2022 | $146,000 | -23.2% | 6,232 | -17.1% | 0.00% | – |
| Q1 2022 | $190,000 | +363.4% | 7,516 | +279.4% | 0.00% | – |
| Q4 2021 | $41,000 | – | 1,981 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 330,220 | $6,014,684 | 4.83% |
| Wayfinding Financial, LLC | 176,762 | $3,853 | 3.09% |
| Aprio Wealth Management, LLC | 175,694 | $3,201,151 | 1.13% |
| KLR INVESTMENT ADVISORS, LLC | 52,515 | $956,815 | 0.79% |
| Wealth Enhancement & Preservation of GA, LLC | 23,573 | $429,500 | 0.70% |
| Talisman Wealth Advisors LLC | 15,830 | $288 | 0.61% |
| Empirical Asset Management, LLC | 30,518 | $556,040 | 0.58% |
| BlackDiamond Wealth Management, LLC | 25,615 | $455,435 | 0.52% |
| Fermata Advisors, LLC | 42,061 | $766,300 | 0.23% |
| USAdvisors Wealth Management, LLC | 25,612 | $467 | 0.23% |