Avion Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 73 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Avion Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$342
-5.5%
9,7830.0%0.10%
+3.2%
Q2 2023$362
+14.2%
9,7830.0%0.10%
+10.5%
Q1 2023$317
+6.0%
9,7830.0%0.09%
-7.5%
Q4 2022$299
-99.9%
9,7830.0%0.09%0.0%
Q3 2022$299,0009,7830.09%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 1,495,878$45,744,00022.15%
WJ Interests, LLC 644,706$19,715,00017.58%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,129,312$156,854,00012.12%
ACT Advisors, LLC. 341,117$10,431,0007.27%
STAPP WEALTH MANAGEMENT, PLLC 62,831$1,921,0005.60%
RATIONAL ADVISORS LLC 1,709,366$52,273,0004.12%
RHS Financial, LLC 150,879$4,614,0004.10%
OGOREK ANTHONY JOSEPH /NY/ /ADV 251,161$7,680,0003.65%
Professional Financial Advisors, LLC 103,210$3,156,0001.95%
BlackDiamond Wealth Management, LLC 29,561$960,0001.16%
View complete list of WISDOMTREE TR shareholders