Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 55 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$241,700
+0.8%
7,935
+3.4%
0.02%0.0%
Q2 2023$239,750
-3.6%
7,672
-4.7%
0.02%
-5.9%
Q1 2023$248,8168,0500.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Exchange Capital Management, Inc. 383,431$10,679,0002.38%
Opus Capital Group, LLC 298,337$8,309,0002.11%
Stratos Investment Management, LLC 102,546$2,856,0000.90%
Truadvice, LLC 52,696$1,489,0000.45%
Hochman Cole Investment Advisors, Inc. 20,333$566,0000.24%
WESCAP Management Group, Inc. 23,153$644,0000.19%
Caprock Group, LLC 58,853$1,639,0000.19%
Savant Capital, LLC 91,653$2,553,0000.15%
Patriot Financial Group Insurance Agency, LLC 15,655$436,0000.11%
Integrated Wealth Concepts LLC 62,428$1,739,0000.08%
View complete list of WISDOMTREE TR shareholders