BDO Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$12,603
-0.4%
212
+1.9%
0.00%
-50.0%
Q1 2023$12,659
+6.2%
208
+1.0%
0.00%
+100.0%
Q4 2022$11,918
+19.2%
206
+1.0%
0.00%0.0%
Q3 2022$10,0002040.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
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