Newbridge Financial Services Group, Inc. - 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
Newbridge Financial Services Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$3,091
+3.0%
530.0%0.00%0.0%
Q3 2022$3,0000.0%53
+1.9%
0.00%0.0%
Q2 2022$3,0000.0%52
+2.0%
0.00%
+100.0%
Q1 2022$3,000
-25.0%
510.0%0.00%
-50.0%
Q4 2021$4,0000.0%51
+2.0%
0.00%0.0%
Q3 2021$4,000500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 677,918$40,607,0007.46%
Great Point Wealth Advisors, LLC 189,603$10,547,0005.44%
Savant Capital, LLC 1,302,674$78,030,0005.34%
3D ASSET MANAGEMENT, INC 320,308$19,186,0005.34%
SHAKESPEARE WEALTH MANAGEMENT, INC. 129,088$7,732,0004.07%
Larson Financial Group LLC 120,879$7,241,0002.97%
PrairieView Partners, LLC 174,888$10,476,0002.20%
Carlson Capital Management 158,222$9,477,0002.05%
M Holdings Securities, Inc. 207,638$12,438,0001.98%
Neumann Capital Management, LLC 51,295$3,073,0001.77%
View complete list of WISDOMTREE TR shareholders