Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 179 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,975
-2.6%
139
+0.7%
0.00%
Q2 2023$8,185
-0.4%
138
+2.2%
0.00%
Q1 2023$8,220
+6.2%
135
+0.7%
0.00%
Q4 2022$7,738
+10.5%
134
+1.5%
0.00%
-100.0%
Q3 2022$7,000
-12.5%
132
+0.8%
0.00%0.0%
Q2 2022$8,000
-11.1%
131
+2.3%
0.00%
Q1 2022$9,0000.0%128
+0.8%
0.00%
Q4 2021$9,000
-99.9%
127
+0.8%
0.00%
-100.0%
Q3 2021$9,356,000
+0.1%
126
+0.8%
0.00%0.0%
Q2 2021$9,350,000
+4.9%
125
+1.6%
0.00%0.0%
Q1 2021$8,916,000
+111350.0%
1230.0%0.00%
Q4 2020$8,000
-99.9%
123
+0.8%
0.00%
-100.0%
Q3 2020$7,321,000
+8.2%
122
-51.0%
0.00%0.0%
Q2 2020$6,768,000
+17.2%
249
+107.5%
0.00%0.0%
Q1 2020$5,774,000
-32.0%
120
+0.8%
0.00%0.0%
Q4 2019$8,495,000
+121257.1%
119
+0.8%
0.00%0.0%
Q3 2019$7,000
-100.0%
118
-86.2%
0.00%
-88.9%
Q2 2019$55,582,000
+630.9%
855
+637.1%
0.01%
+800.0%
Q1 2019$7,605,000
+126650.0%
116
+0.9%
0.00%0.0%
Q4 2018$6,000
-25.0%
115
+0.9%
0.00%
-50.0%
Q3 2018$8,0001140.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Efficient Advisors, LLC 828,194$49,079,00010.45%
3D ASSET MANAGEMENT, INC 266,889$15,816,0004.78%
Detwiler Fenton Investment Management LLC 65,783$3,898,0004.10%
JFS WEALTH ADVISORS, LLC 79,579$4,716,0002.21%
Carlson Capital Management 95,706$5,672,0002.18%
Gupta Wealth Management LLC 115,860$6,866,0002.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 44,617$2,644,0002.00%
Evanson Asset Management, LLC 89,611$5,310,0001.90%
Mosaic Financial Partners, Inc. 44,321$2,626,0001.80%
SMITH, MOORE & CO. 53,766$3,186,0001.68%
View complete list of WISDOMTREE TR shareholders