Adero Partners, LLC - 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
Adero Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$203,000
-0.5%
2,7540.0%0.03%
-10.8%
Q3 2021$204,000
-1.0%
2,7540.0%0.04%
-22.9%
Q2 2021$206,0002,7540.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 98,237$7,235,0005.68%
3D/L Capital Management, LLC 302,562$22,284,0005.21%
JD Financial Services Inc. 80,334$5,917,0004.88%
Shakespeare Wealth Management, LLC 157,329$11,587,0004.14%
Tacita Capital Inc 91,305$6,725,0003.83%
Great Point Wealth Advisors, LLC 135,170$9,955,0003.05%
Savant Capital, LLC 1,233,624$90,856,0002.94%
Efficient Advisors, LLC 547,370$40,314,0002.86%
Kathleen S. Wright Associates Inc. 40,381$2,974,0002.19%
Neumann Capital Management, LLC 58,499$4,309,0001.76%
View complete list of WISDOMTREE TR shareholders