Avior Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$185,338
+3.4%
4,819
+4.3%
0.01%
+8.3%
Q2 2023$179,212
+14.8%
4,622
+11.2%
0.01%
+9.1%
Q1 2023$156,0574,1560.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,129,847$33,713,00014.93%
Stearns Financial Services Group 851,212$25,399,0003.99%
Financial Enhancement Group LLC 91,498$2,730,0000.69%
Patriot Financial Group Insurance Agency, LLC 37,635$1,123,0000.43%
SIGNET FINANCIAL MANAGEMENT, LLC 26,052$830,0000.18%
CABOT WEALTH MANAGEMENT INC 27,883$831,0000.17%
RFG Advisory, LLC 14,890$444,0000.07%
Insight Wealth Strategies, LLC 7,058$211,0000.05%
Capital Advisors, Ltd. LLC 3,117$93,0000.02%
Tower Research Capital LLC (TRC) 8,708$260,0000.01%
View complete list of WISDOMTREE TR shareholders