Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 40 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$97,011
-1.9%
2,096
-1.1%
0.01%
+16.7%
Q2 2023$98,855
-4.0%
2,120
-2.9%
0.01%
-14.3%
Q1 2023$102,9722,1830.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
PACIFIC CAPITAL WEALTH ADVISORS, INC 36,770$1,750,0000.48%
ProVise Management Group, LLC 79,127$3,765,0000.40%
Goodman Advisory Group, LLC 15,123$720,0000.32%
THEORY FINANCIAL LLC 7,290$349,0000.25%
Insight Advisors, LLC/ PA 10,983$527,0000.18%
Sequoia Financial Advisors, LLC 114,317$5,442,0000.15%
Winch Advisory Services, LLC 6,417$305,0000.12%
Trilogy Capital Inc. 25,601$1,218,0000.11%
Cetera Advisor Networks LLC 167,487$7,969,0000.10%
Mutual Advisors, LLC 24,764$1,178,0000.08%
View complete list of WISDOMTREE TR shareholders