Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$194,430
+4.6%
4,203
+5.3%
0.01%
+8.3%
Q2 2023$185,794
+4.4%
3,993
+2.7%
0.01%0.0%
Q1 2023$178,031
+5834.4%
3,888
+3950.0%
0.01%
Q3 2022$3,000
-25.0%
96
+2.1%
0.00%
Q2 2022$4,000940.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders