Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 71 filers reported holding WISDOMTREE TR in Q4 2018. 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$63,234
-6.1%
2,408
-1.4%
0.00%0.0%
Q2 2023$67,362
-5.1%
2,442
-6.9%
0.00%
-20.0%
Q1 2023$71,0032,623
+9614.8%
0.01%
Q4 2018$0
-100.0%
270.0%0.00%
Q3 2018$1,000
-80.0%
27
-81.0%
0.00%
-100.0%
Q2 2018$5,000
-16.7%
142
+1.4%
0.00%0.0%
Q1 2018$6,0001400.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 153,086$5,830,0004.62%
STERLING INVESTMENT ADVISORS LLC /ADV 85,137$3,242,0003.32%
Paracle Advisors, LLC 169,538$6,456,0002.99%
Lombard Odier Transatlantic Ltd 60,500$2,304,0002.20%
Lattice Strategies LLC 65,655$2,500,0001.91%
Valmark Advisers, Inc. 1,074,112$40,902,0001.02%
OPTIMUM INVESTMENT ADVISORS 65,655$2,500,0000.94%
Ausdal Financial Partners, Inc. 43,990$1,675,0000.84%
FLOW TRADERS U.S. LLC 154,544$5,885,0000.55%
Mosaic Financial Partners, Inc. 18,947$722,0000.44%
View complete list of WISDOMTREE TR shareholders