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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q3 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,340,790$47,115,00014.26%
Financial Enhancement Group LLC 71,601$2,516,0000.54%
Truadvice, LLC 36,670$1,323,0000.40%
Patriot Financial Group Insurance Agency, LLC 35,710$1,255,0000.32%
CABOT WEALTH MANAGEMENT INC 47,431$1,667,0000.26%
SIGNET FINANCIAL MANAGEMENT, LLC 22,707$798,0000.16%
IFP Advisors, Inc 73,909$2,600,0000.10%
RFG Advisory, LLC 16,276$588,0000.08%
Accel Wealth Management 1,028$36,0000.03%
Capital Advisors, Ltd. LLC 3,117$110,0000.02%
View complete list of WISDOMTREE TR shareholders