Avalon Investment & Advisory - WISDOMTREE TR ownership

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$446,000
-39.2%
16,059
-39.3%
0.01%
-37.5%
Q2 2019$733,00026,4640.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
AMG Funds LLC 46,925$1,552,0000.99%
WealthPLAN Partners, LLC 25,113$830,0000.17%
Ancora Advisors LLC 31,210$1,033,0000.04%
LINCOLN NATIONAL CORP 32,947$1,090,0000.04%
Atria Investments, Inc 24,736$818,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 111,169$3,595,0000.03%
FLAGSHIP HARBOR ADVISORS, LLC 3,904$129,0000.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,111$37,0000.03%
CREATIVE FINANCIAL DESIGNS INC /ADV 1,015$34,0000.02%
Advisor Group, Inc. 38,110$1,260,0000.02%
View complete list of WISDOMTREE TR shareholders