WISDOMTREE TR shareholders Q3 2023

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%.

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%
Tacita Capital Inc 20,684$1,188,7090.93%
BIP Wealth, LLC 152,804$8,781,7090.81%
Savant Capital, LLC 928,974$53,388,1160.80%
Csenge Advisory Group 201,139$11,559,4710.79%
Elwood & Goetz Wealth Advisory Group, LLC 58,547$3,364,6930.78%
McLean Asset Management Corp 32,692$1,874,0190.77%
Alpha Omega Wealth Management LLC 75,433$4,335,1400.75%
INVENIO WEALTH PARTNERS LLC 13,634$783,5460.71%
Waterfront Wealth Inc. 38,401$2,101,7680.69%
Cedar Brook Financial Partners, LLC 43,661$2,509,1760.66%
External links

This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.