1834 INVESTMENT ADVISORS CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2018$133,000
-4.3%
1,844
+1.7%
0.02%
-12.5%
Q1 2018$139,000
+0.7%
1,814
+0.9%
0.02%
+9.1%
Q4 2017$138,0001,7980.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 98,237$7,235,0005.68%
3D/L Capital Management, LLC 302,562$22,284,0005.21%
JD Financial Services Inc. 80,334$5,917,0004.88%
Shakespeare Wealth Management, LLC 157,329$11,587,0004.14%
Tacita Capital Inc 91,305$6,725,0003.83%
Great Point Wealth Advisors, LLC 135,170$9,955,0003.05%
Savant Capital, LLC 1,233,624$90,856,0002.94%
Efficient Advisors, LLC 547,370$40,314,0002.86%
Kathleen S. Wright Associates Inc. 40,381$2,974,0002.19%
Neumann Capital Management, LLC 58,499$4,309,0001.76%
View complete list of WISDOMTREE TR shareholders