PRIVATE TRUST CO NA - 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
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$30,714
+105810.3%
5040.0%0.00%0.0%
Q4 2022$29
-99.9%
5040.0%0.00%0.0%
Q3 2022$26,000
-10.3%
5040.0%0.00%
-20.0%
Q2 2022$29,0005040.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Efficient Advisors, LLC 677,918$40,607,0007.46%
Great Point Wealth Advisors, LLC 189,603$10,547,0005.44%
Savant Capital, LLC 1,302,674$78,030,0005.34%
3D ASSET MANAGEMENT, INC 320,308$19,186,0005.34%
SHAKESPEARE WEALTH MANAGEMENT, INC. 129,088$7,732,0004.07%
Larson Financial Group LLC 120,879$7,241,0002.97%
PrairieView Partners, LLC 174,888$10,476,0002.20%
Carlson Capital Management 158,222$9,477,0002.05%
M Holdings Securities, Inc. 207,638$12,438,0001.98%
Neumann Capital Management, LLC 51,295$3,073,0001.77%
View complete list of WISDOMTREE TR shareholders