Cetera Investment Advisers - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cetera Investment Advisers ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$283,569
-21.5%
4,934
-18.8%
0.00%
-33.3%
Q2 2023$361,146
-68.7%
6,074
-67.9%
0.00%
-70.0%
Q1 2023$1,152,060
+125.3%
18,904
+114.3%
0.01%
+100.0%
Q4 2022$511,361
+126.3%
8,823
+192.2%
0.01%
+25.0%
Q2 2021$226,0003,0200.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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