Wealthspire Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$569,000
-0.7%
7,727
+0.1%
0.01%
+8.3%
Q3 2021$573,000
-0.7%
7,723
+0.0%
0.01%
-20.0%
Q2 2021$577,000
+38.4%
7,720
-11.1%
0.02%
-11.8%
Q1 2020$417,0008,6810.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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