Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$806,217
+2.1%
13,399
+5.4%
0.06%
+7.8%
Q2 2023$789,288
+14.4%
12,712
+11.6%
0.05%
+8.5%
Q1 2023$689,99811,3880.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders