Avion Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 19 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Avion Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$269
-7.2%
8,4370.0%0.08%
+1.3%
Q2 2023$290
+8.6%
8,4370.0%0.08%
+4.1%
Q1 2023$267
+16.6%
8,4370.0%0.07%
+2.8%
Q4 2022$229
-99.9%
8,4370.0%0.07%0.0%
Q3 2022$229,0008,4370.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
WJ Interests, LLC 567,120$17,994,71814.94%
SYM FINANCIAL Corp 1,778,748$56,439,67713.42%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,514,082$79,771,8125.70%
Professional Financial Advisors, LLC 99,327$3,151,6332.13%
RHS Financial, LLC 26,692$847,0000.67%
OneDigital Investment Advisors LLC 389,487$12,358,4170.36%
Fermata Advisors, LLC 37,767$1,198,5140.36%
Wealthcare Advisory Partners LLC 49,547$1,572,1260.08%
Avion Wealth 8,437$2290.07%
CWM, LLC 256,827$8,1490.06%
View complete list of WISDOMTREE TR shareholders