WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 55 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,000 | -2.7% | 13,621 | -0.3% | 0.00% | – |
| Q2 2023 | $786,000 | +4.8% | 13,657 | +6.4% | 0.00% | – |
| Q1 2023 | $750,000 | +0.1% | 12,834 | -5.0% | 0.00% | – |
| Q4 2022 | $749,000 | +6.5% | 13,504 | -9.0% | 0.00% | – |
| Q3 2022 | $703,000 | -12.5% | 14,839 | +2.1% | 0.00% | – |
| Q2 2022 | $803,000 | -14.2% | 14,527 | -0.2% | 0.00% | – |
| Q1 2022 | $936,000 | -10.9% | 14,563 | -6.7% | 0.00% | – |
| Q4 2021 | $1,050,000 | +2.9% | 15,614 | +2.4% | 0.00% | – |
| Q3 2021 | $1,020,000 | -16.0% | 15,248 | -14.8% | 0.00% | – |
| Q2 2021 | $1,215,000 | -0.7% | 17,904 | -1.9% | 0.00% | – |
| Q1 2021 | $1,224,000 | -0.7% | 18,248 | -5.9% | 0.00% | – |
| Q4 2020 | $1,233,000 | +4.4% | 19,389 | -8.1% | 0.00% | – |
| Q3 2020 | $1,181,000 | -5.7% | 21,106 | -9.7% | 0.00% | – |
| Q2 2020 | $1,252,000 | -9.6% | 23,374 | -20.9% | 0.00% | -100.0% |
| Q1 2020 | $1,385,000 | -73.6% | 29,568 | -62.9% | 0.00% | -50.0% |
| Q4 2019 | $5,237,000 | -35.8% | 79,687 | -41.1% | 0.00% | -33.3% |
| Q3 2019 | $8,157,000 | +126.5% | 135,245 | +132.5% | 0.00% | +200.0% |
| Q2 2019 | $3,602,000 | -36.2% | 58,175 | -36.1% | 0.00% | -50.0% |
| Q1 2019 | $5,648,000 | -8.8% | 90,980 | -16.7% | 0.00% | -33.3% |
| Q4 2018 | $6,194,000 | +26.6% | 109,159 | +46.2% | 0.00% | +50.0% |
| Q3 2018 | $4,894,000 | +3.8% | 74,645 | +3.4% | 0.00% | 0.0% |
| Q2 2018 | $4,714,000 | -5.2% | 72,219 | -0.1% | 0.00% | 0.0% |
| Q1 2018 | $4,970,000 | +19.8% | 72,287 | +20.2% | 0.00% | 0.0% |
| Q4 2017 | $4,148,000 | +14.3% | 60,139 | +9.9% | 0.00% | 0.0% |
| Q3 2017 | $3,629,000 | +14.5% | 54,711 | +10.0% | 0.00% | 0.0% |
| Q2 2017 | $3,170,000 | +14.9% | 49,720 | +8.4% | 0.00% | +100.0% |
| Q1 2017 | $2,759,000 | +23.1% | 45,851 | +13.3% | 0.00% | 0.0% |
| Q4 2016 | $2,242,000 | +14.6% | 40,477 | +16.0% | 0.00% | 0.0% |
| Q3 2016 | $1,957,000 | +17.5% | 34,887 | +9.8% | 0.00% | 0.0% |
| Q2 2016 | $1,665,000 | +7.5% | 31,771 | +14.5% | 0.00% | 0.0% |
| Q1 2016 | $1,549,000 | +9.1% | 27,756 | +8.5% | 0.00% | 0.0% |
| Q4 2015 | $1,420,000 | +446.2% | 25,586 | +422.9% | 0.00% | – |
| Q3 2015 | $260,000 | -67.0% | 4,893 | -63.2% | 0.00% | -100.0% |
| Q2 2015 | $787,000 | -65.4% | 13,313 | -65.5% | 0.00% | -50.0% |
| Q1 2015 | $2,272,000 | +937.4% | 38,564 | +883.8% | 0.00% | – |
| Q4 2014 | $219,000 | -87.9% | 3,920 | -87.8% | 0.00% | -100.0% |
| Q3 2014 | $1,817,000 | +737.3% | 32,131 | +815.4% | 0.00% | – |
| Q2 2014 | $217,000 | -79.8% | 3,510 | -80.3% | 0.00% | -100.0% |
| Q1 2014 | $1,074,000 | +630.6% | 17,837 | +623.6% | 0.00% | – |
| Q4 2013 | $147,000 | -46.7% | 2,465 | -49.8% | 0.00% | – |
| Q3 2013 | $276,000 | +206.7% | 4,915 | +175.4% | 0.00% | – |
| Q2 2013 | $90,000 | – | 1,785 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tacita Capital Inc | 47,425 | $3,187,000 | 1.82% |
| GHP Investment Advisors, Inc. | 197,065 | $13,245,000 | 0.94% |
| SMITH, MOORE & CO. | 68,118 | $4,578,000 | 0.64% |
| Intercontinental Wealth Advisors, LLC | 12,719 | $855,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 6,790 | $456,000 | 0.07% |
| HOWLAND CAPITAL MANAGEMENT LLC | 21,816 | $1,466,000 | 0.07% |
| One Capital Management, LLC | 13,777 | $925,000 | 0.07% |
| Washington Trust Advisors, Inc. | 13,871 | $932,000 | 0.06% |
| Asset Dedication, LLC | 5,908 | $397,000 | 0.05% |
| SOA Wealth Advisors, LLC. | 2,799 | $188,000 | 0.05% |