Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$306,662
+56.2%
4,830
+64.1%
0.02%
+61.5%
Q2 2023$196,292
+15.4%
2,944
+8.0%
0.01%
+8.3%
Q1 2023$170,044
+222.0%
2,727
+211.7%
0.01%
+200.0%
Q4 2022$52,815
+12.4%
8750.0%0.00%0.0%
Q3 2022$47,0008750.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
WIN ADVISORS, INC 903,991$59,537,00013.64%
Prestige Wealth Management Group LLC 828,549$54,568,00013.04%
Private Wealth Strategies, L.L.C. 721,493$47,501,00010.95%
Legacy Wealth Planning, LLC 116,045$7,643,0008.72%
Clearwater Capital Advisors, LLC 1,172,309$77,208,0008.52%
KB FINANCIAL PARTNERS, LLC 433,059$28,521,0008.19%
TAIYO LIFE INSURANCE CO 850,000$55,981,0007.98%
Astoria Portfolio Advisors LLC. 131,391$8,653,0006.86%
JD Financial Services Inc. 119,513$7,871,0006.49%
WEALTH MANAGEMENT RESOURCES, INC. 138,585$9,127,0005.88%
View complete list of WISDOMTREE TR shareholders