WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $279,000 | +9.0% | 4,245 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $256,000 | -2.7% | 4,245 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $263,000 | -7.4% | 4,245 | -7.1% | 0.01% | -33.3% |
| Q1 2019 | $284,000 | +26.2% | 4,570 | +15.4% | 0.01% | +9.1% |
| Q4 2018 | $225,000 | -23.2% | 3,960 | -11.4% | 0.01% | -26.7% |
| Q3 2018 | $293,000 | +0.3% | 4,470 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $292,000 | -9.0% | 4,470 | -4.2% | 0.02% | -11.8% |
| Q1 2018 | $321,000 | -7.2% | 4,665 | -7.0% | 0.02% | -22.7% |
| Q4 2017 | $346,000 | +3.9% | 5,015 | 0.0% | 0.02% | -4.3% |
| Q3 2017 | $333,000 | +15.2% | 5,015 | +10.6% | 0.02% | +9.5% |
| Q2 2017 | $289,000 | +38.9% | 4,535 | +15.8% | 0.02% | -12.5% |
| Q3 2015 | $208,000 | +2.5% | 3,916 | +7.1% | 0.02% | +14.3% |
| Q4 2014 | $203,000 | -56.2% | 3,656 | -55.4% | 0.02% | -59.6% |
| Q3 2014 | $464,000 | – | 8,206 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 379,515 | $21,228,000 | 1.40% |
| GHP Investment Advisors, Inc. | 179,263 | $10,027,000 | 1.13% |
| SMITH, MOORE & CO. | 63,220 | $3,536,000 | 0.74% |
| Intercontinental Wealth Advisors, LLC | 16,719 | $935,000 | 0.27% |
| SignalPoint Asset Management, LLC | 6,784 | $379,000 | 0.16% |
| Capital Advisors, Ltd. LLC | 9,301 | $520,000 | 0.13% |
| Platform Technology Partners | 3,765 | $211,000 | 0.13% |
| One Capital Management, LLC | 12,315 | $689,000 | 0.09% |
| Well Done, LLC | 4,216 | $236,000 | 0.07% |
| Kestra Advisory Services, LLC | 56,102 | $3,130,000,000 | 0.06% |