ATLAS CAPITAL ADVISORS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 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
ATLAS CAPITAL ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$171,734
-1.9%
4,6490.0%0.03%
-7.1%
Q1 2023$175,0344,6490.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 159,355$6,218,0001.28%
Providence Wealth Advisors, LLC 33,820$1,320,0001.18%
Beacon Pointe Advisors, LLC 25,159$984,0000.42%
Beacon Pointe Wealth Advisors, LLC 43,463$1,698,0000.36%
WealthPLAN Partners, LLC 58,300$2,378,0000.32%
LVM CAPITAL MANAGEMENT LTD/MI 38,983$1,521,0000.32%
MADRONA FUNDS, LLC 9,293$363,0000.27%
Madrona Financial Services, LLC 9,293$363,0000.27%
Linscomb & Williams, Inc. 78,048$3,045,0000.24%
PrairieView Partners, LLC 24,765$966,0000.22%
View complete list of WISDOMTREE TR shareholders