LRI Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LRI Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$13,110,828
-2.7%
206,6650.0%1.49%
-56.2%
Q1 2024$13,476,625206,6653.40%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 210,617$13,361,5383.86%
INVENIO WEALTH PARTNERS LLC 50,635$3,212,2851.59%
Neumann Capital Management, LLC 70,403$4,466,3661.54%
LRI Investments, LLC 206,665$13,110,8281.49%
Marathon Strategic Advisors, LLC 20,066$1,272,9871.49%
FAMILY WEALTH PARTNERS, LLC 37,872$2,402,5801.25%
Freedom Investment Management, Inc. 226,257$14,353,7511.18%
Great Point Wealth Advisors, LLC 80,706$5,120,0091.17%
WESCAP Management Group, Inc. 62,561$3,968,8921.12%
FFG RETIREMENT ADVISORS LLC 24,122$1,530,3001.07%
View complete list of WISDOMTREE TR shareholders