Claro 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 Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Claro Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$355,624
-1.5%
6,188
+2.0%
0.09%
-1.1%
Q2 2023$360,863
+6.8%
6,069
+9.5%
0.09%
-9.1%
Q1 2023$337,729
+54.4%
5,542
+46.9%
0.10%
+37.5%
Q4 2022$218,683
+628.9%
3,773
+809.2%
0.07%
+200.0%
Q4 2018$30,0004150.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
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