Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q3 2021
NameSharesValueWeighting ↓
Great Point Wealth Advisors, LLC 221,771$16,019,0006.13%
3D/L Capital Management, LLC 308,036$22,249,0005.64%
Efficient Advisors, LLC 551,119$39,807,0005.46%
Savant Capital, LLC 1,310,051$94,625,0005.07%
Shakespeare Wealth Management, LLC 141,639$10,231,0004.21%
Tacita Capital Inc 81,125$5,860,0003.80%
McLean Asset Management Corp 56,921$4,291,0003.39%
Larson Financial Group LLC 114,906$8,300,0002.44%
Neumann Capital Management, LLC 52,550$3,796,0001.80%
Carlson Capital Management 136,746$9,877,0001.70%
View complete list of WISDOMTREE TR shareholders