CFS Investment Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 192 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$1,0000.0%25,720
-25.1%
0.00%
-100.0%
Q1 2022$1,00034,3200.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 534,706$39,542,0009.40%
Efficient Advisors, LLC 683,644$50,555,0008.69%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 338,278$25,016,0002.79%
Carlson Capital Management 120,666$8,923,0002.62%
Capital Advantage, Inc. 122,285$9,043,0002.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 359,641$26,595,0002.24%
JFS WEALTH ADVISORS, LLC 110,552$8,175,0002.11%
WESCAP Management Group, Inc. 61,551$4,552,0002.05%
Private Vista, LLC 95,427$7,057,0001.54%
GHP Investment Advisors, Inc. 137,498$10,168,0001.54%
View complete list of WISDOMTREE TR shareholders