Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$89,135
+1.0%
2,164
+4.0%
0.01%0.0%
Q2 2023$88,296
+15.4%
2,081
+13.1%
0.01%
+20.0%
Q1 2023$76,4881,8400.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Stokes Capital Advisors, LLC 44,279$1,582,0001.07%
Linscomb Wealth, Inc. 290,390$10,374,0000.85%
Clearwater Capital Advisors, LLC 107,887$3,854,0000.85%
LVM CAPITAL MANAGEMENT LTD/MI 67,805$2,422,0000.55%
Seneca House Advisors 12,959$463,0000.40%
Gemmer Asset Management LLC 24,318$869,0000.30%
Denver PWM, LLC 9,795$341,0000.26%
Sargent Bickham Lagudis LLC 58,893$2,104,0000.25%
CADENCE BANK NA 14,984$536,0000.20%
YorkBridge Wealth Partners, LLC 7,511$254,0000.12%
View complete list of WISDOMTREE TR shareholders