Avion Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 52 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avion Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$11
-8.3%
4430.0%0.00%0.0%
Q2 2023$12
-50.0%
443
-52.4%
0.00%
-57.1%
Q1 2023$24
+9.1%
9310.0%0.01%0.0%
Q4 2022$22
-99.9%
9310.0%0.01%0.0%
Q3 2022$23,000
-4.2%
9310.0%0.01%0.0%
Q2 2022$24,000
-17.2%
931
-10.0%
0.01%
-12.5%
Q1 2022$29,000
-6.5%
1,034
+0.1%
0.01%
-11.1%
Q4 2021$31,000
-3.1%
1,033
+0.1%
0.01%
-10.0%
Q3 2021$32,000
-5.9%
1,032
+0.1%
0.01%0.0%
Q2 2021$34,000
+3.0%
1,031
+0.2%
0.01%
-16.7%
Q1 2021$33,000
-8.3%
1,029
+0.1%
0.01%
+9.1%
Q4 2020$36,000
+2.9%
1,028
-7.3%
0.01%
-8.3%
Q3 2020$35,000
-16.7%
1,109
-14.7%
0.01%
-20.0%
Q2 2020$42,000
-4.5%
1,300
-13.1%
0.02%
-21.1%
Q1 2020$44,0001,4960.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 69,589$2,331,0003.77%
STERLING INVESTMENT ADVISORS LLC /ADV 76,127$2,550,0002.27%
Pictet North America Advisors SA 650,815$21,802,0001.97%
Foresight Wealth Management, LLC 44,342$1,485,0001.58%
Lattice Strategies LLC 26,160$876,0000.76%
OPTIMUM INVESTMENT ADVISORS 65,655$2,199,0000.76%
Private Ocean, LLC 78,765$2,639,0000.74%
Strategic Wealth Partners, Ltd. 28,455$979,0000.49%
BANQUE PICTET & CIE SA 650,815$21,802,0000.44%
V Wealth Advisors LLC 22,313$760,0000.39%
View complete list of WISDOMTREE TR shareholders