WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 119,964 | $8,155,000 | 9.23% |
| 3D ASSET MANAGEMENT, INC | 581,148 | $38,245,000 | 9.01% |
| Efficient Advisors, LLC | 663,264 | $43,649,000 | 7.63% |
| Shakespeare Wealth Management, LLC | 95,412 | $6,279,000 | 4.71% |
| Carlson Capital Management | 179,497 | $11,813,000 | 2.94% |
| Capital Advantage, Inc. | 112,923 | $7,431,000 | 2.64% |
| Neumann Capital Management, LLC | 59,734 | $3,931,000 | 2.51% |
| WESCAP Management Group, Inc. | 85,027 | $5,595,000 | 2.39% |
| Surevest, LLC | 46,258 | $3,044,000 | 1.87% |
| JFS WEALTH ADVISORS, LLC | 98,923 | $6,510,000 | 1.70% |