Fieldpoint Private Securities, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,000
-96.2%
11
-97.2%
0.00%
-100.0%
Q1 2022$26,0000.0%386
+7.8%
0.01%0.0%
Q4 2021$26,000
+36.8%
358
+38.8%
0.01%
+25.0%
Q3 2021$19,0000.0%258
+5.3%
0.00%0.0%
Q2 2021$19,0002450.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 227,049$13,048,4964.57%
3D/L Capital Management, LLC 240,789$13,838,1714.50%
O'Connor Financial Group LLC 65,958$3,790,5912.60%
FFG RETIREMENT ADVISORS LLC 38,276$2,199,7221.82%
Neumann Capital Management, LLC 64,898$3,729,6881.63%
KLR INVESTMENT ADVISORS, LLC 27,713$1,688,8261.54%
Kathleen S. Wright Associates Inc. 47,675$2,739,0581.53%
Great Point Wealth Advisors, LLC 86,762$4,986,1971.50%
WESCAP Management Group, Inc. 69,288$3,981,9881.42%
Sharper & Granite LLC 38,855$2,232,9971.30%
View complete list of WISDOMTREE TR shareholders