Dynamic Advisor Solutions LLC - WISDOMTREE TR ownership

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$288,04011,0030.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Legacy Financial Advisors, Inc. 432,233$11,315,1362.26%
Chicago Partners Investment Group LLC 91,212$2,328,5030.13%
OLD MISSION CAPITAL LLC 57,748$1,511,7440.03%
Dynamic Advisor Solutions LLC 11,003$288,0400.01%
Cetera Advisors LLC 11,968$313,3020.01%
JANE STREET GROUP, LLC 88,259$2,310,4710.00%
THRIVENT FINANCIAL FOR LUTHERANS 12,981$3410.00%
Creative Planning 28,117$736,0450.00%
BANK OF MONTREAL /CAN/ 10,078$281,0750.00%
UBS Group AG 985$25,7850.00%
View complete list of WISDOMTREE TR shareholders