Avion Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSI and the CUSIP is 97717Y634. A total of 14 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

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 2022
NameSharesValueWeighting ↓
WJ Interests, LLC 672,824$21,490,41614.95%
SYM FINANCIAL Corp 2,057,702$65,724,24011.66%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,797,690$89,359,8916.66%
Professional Financial Advisors, LLC 126,438$4,038,4921.83%
Fermata Advisors, LLC 32,114$1,025,8390.29%
OneDigital Investment Advisors LLC 394,484$12,600,0680.27%
RHS Financial, LLC 10,149$324,1650.23%
Wealthcare Advisory Partners LLC 95,459$3,049,0270.14%
CWM, LLC 407,919$13,0290.08%
Avion Wealth 8,437$2690.08%
View complete list of WISDOMTREE TR shareholders