Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 39 filers reported holding WISDOMTREE TR in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Trilogy Capital Inc. 1,218,387$56,392,0883.82%
HF Advisory Group, LLC 37,768$1,744,4421.29%
ProVise Management Group, LLC 69,057$3,196,2560.30%
INVENIO WEALTH PARTNERS LLC 5,658$261,8760.24%
Winch Advisory Services, LLC 9,985$4620.17%
Herold Advisors, Inc. 9,772$452,3070.14%
Insight Advisors, LLC/ PA 11,152$516,1620.12%
Claro Advisors LLC 6,868$317,8800.08%
Strategic Financial Concepts, LLC 4,747$219,7110.07%
Team Financial Group, LLC 1,861$86,1350.07%
View complete list of WISDOMTREE TR shareholders