True Wealth Design, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$627,929
-3.9%
10,926
-0.6%
0.21%
-12.1%
Q2 2023$653,626
-10.3%
10,993
-8.1%
0.24%
-21.9%
Q1 2023$728,626
-3.3%
11,956
-8.1%
0.31%
-12.3%
Q4 2022$753,75913,0050.35%
Other shareholders
WISDOMTREE TR shareholders Q3 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