Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$43
-99.5%
1
-99.2%
0.00%
Q1 2022$8,0001220.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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