Long Wharf Investors, Inc. - 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
Long Wharf Investors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2013$626,000
+0.5%
9,934
-4.1%
0.57%
-4.5%
Q3 2013$623,000
-46.8%
10,364
-53.8%
0.59%
-48.4%
Q2 2013$1,171,00022,4141.15%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 438,888$26,342,0007.03%
Efficient Advisors, LLC 767,858$46,087,0006.60%
EisnerAmper Wealth Management Corporate Benefits, LLC 85,656$5,141,0004.41%
Private Vista, LLC 237,009$14,993,0004.37%
Carlson Capital Management 125,257$7,518,0002.54%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 268,136$16,094,0002.23%
WESCAP Management Group, Inc. 66,306$3,980,0002.04%
Capital Advantage, Inc. 115,934$6,958,0002.02%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 330,736$19,851,0001.78%
JFS WEALTH ADVISORS, LLC 100,264$6,018,0001.63%
View complete list of WISDOMTREE TR shareholders