Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 73 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$300,251
+5.7%
9,377
+13.6%
0.02%
+11.1%
Q2 2023$284,157
+260.7%
8,258
+255.0%
0.02%
+260.0%
Q1 2023$78,7812,3260.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 190,224$5,005,0003.89%
One Capital Management, LLC 1,695,744$44,615,0002.63%
CGN Advisors LLC 320,389$8,429,0002.11%
STRINGER ASSET MANAGEMENT, LLC 39,563$1,042,0001.62%
Cornerstone Wealth Management, LLC 491,964$12,944,0001.44%
JOURNEY STRATEGIC WEALTH LLC 238,013$6,262,0000.84%
Kathmere Capital Management, LLC 152,444$4,011,0000.80%
Empirical Asset Management, LLC 20,097$529,0000.58%
Revolve Wealth Partners, LLC 47,872$1,260,0000.42%
Mendel Money Management 15,787$415,0000.26%
View complete list of WISDOMTREE TR shareholders