Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 190 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 19.85 and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,560
+6.0%
970.0%0.00%0.0%
Q2 2023$8,075
+17.7%
970.0%0.00%
Q1 2023$6,859
+10.0%
970.0%0.00%
Q4 2022$6,236
+24.7%
970.0%0.00%
Q3 2022$5,000970.00%
Q3 2016$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2016$32,000
+88.2%
756
+100.0%
0.01%
-12.5%
Q1 2016$17,000
+1600.0%
378
+1300.0%
0.01%
+700.0%
Q4 2015$1,000270.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders