Dynamic Advisor Solutions LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$491,081
-3.3%
8,5450.0%0.02%
-11.5%
Q2 2023$508,086
+103.2%
8,545
+122.4%
0.03%
-35.0%
Q2 2019$250,000
+15.7%
3,842
+26.5%
0.04%
-11.1%
Q3 2018$216,000
-6.5%
3,038
-5.6%
0.04%
-13.5%
Q2 2018$231,0003,2180.05%
Other shareholders
WISDOMTREE TR shareholders Q4 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