Avion Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 66 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2023
NameSharesValueWeighting ↓
WJ Interests, LLC 848,567$29,665,89220.64%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,036,189$211,025,16015.74%
RATIONAL ADVISORS LLC 1,242,920$43,452,4833.93%
Professional Financial Advisors, LLC 177,866$6,218,1892.81%
KLR INVESTMENT ADVISORS, LLC 65,827$2,307,8952.10%
RHS Financial, LLC 72,851$2,546,8701.78%
Perennial Investment Advisors, LLC 274,303$9,589,8511.73%
Leading Edge Financial Planning LLC 50,405$1,762,6461.13%
BlackDiamond Wealth Management, LLC 35,603$1,198,0451.08%
Wealthcare Advisory Partners LLC 674,207$23,570,2931.08%
View complete list of WISDOMTREE TR shareholders