BALDWIN BROTHERS LLC/MA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$63,846
+11.1%
1,0000.0%0.01%0.0%
Q3 2023$57,470
-3.3%
1,0000.0%0.01%0.0%
Q2 2023$59,460
-2.4%
1,0000.0%0.01%0.0%
Q1 2023$60,940
+5.1%
1,0000.0%0.01%0.0%
Q4 2022$57,9601,0000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Efficient Advisors, LLC 828,194$49,079,00010.45%
3D ASSET MANAGEMENT, INC 266,889$15,816,0004.78%
Detwiler Fenton Investment Management LLC 65,783$3,898,0004.10%
JFS WEALTH ADVISORS, LLC 79,579$4,716,0002.21%
Carlson Capital Management 95,706$5,672,0002.18%
Gupta Wealth Management LLC 115,860$6,866,0002.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 44,617$2,644,0002.00%
Evanson Asset Management, LLC 89,611$5,310,0001.90%
Mosaic Financial Partners, Inc. 44,321$2,626,0001.80%
SMITH, MOORE & CO. 53,766$3,186,0001.68%
View complete list of WISDOMTREE TR shareholders