WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 40 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $792,000 | +5.0% | 12,052 | -3.5% | 0.12% | -0.9% |
| Q3 2019 | $754,000 | -3.2% | 12,494 | -0.7% | 0.12% | -3.3% |
| Q2 2019 | $779,000 | +1.7% | 12,580 | +2.0% | 0.12% | -3.2% |
| Q1 2019 | $766,000 | +8.5% | 12,330 | -0.9% | 0.12% | -3.1% |
| Q4 2018 | $706,000 | -11.9% | 12,440 | +1.9% | 0.13% | -11.6% |
| Q3 2018 | $801,000 | -2.0% | 12,209 | -2.5% | 0.15% | -7.0% |
| Q2 2018 | $817,000 | -7.5% | 12,516 | -2.5% | 0.16% | -17.8% |
| Q1 2018 | $883,000 | -2.1% | 12,842 | -1.8% | 0.19% | +4.4% |
| Q4 2017 | $902,000 | +4.6% | 13,081 | +0.7% | 0.18% | +5.8% |
| Q3 2017 | $862,000 | +1.7% | 12,992 | -2.4% | 0.17% | -3.4% |
| Q2 2017 | $848,000 | +5.9% | 13,308 | -0.0% | 0.18% | +4.1% |
| Q1 2017 | $801,000 | +7.7% | 13,313 | -0.9% | 0.17% | +3.6% |
| Q4 2016 | $744,000 | +2.5% | 13,439 | +3.8% | 0.17% | -1.8% |
| Q3 2016 | $726,000 | -22.4% | 12,951 | -27.5% | 0.17% | -24.6% |
| Q2 2016 | $936,000 | -5.4% | 17,855 | +0.8% | 0.22% | -6.3% |
| Q1 2016 | $989,000 | +1.4% | 17,710 | +0.8% | 0.24% | +0.4% |
| Q4 2015 | $975,000 | +3.7% | 17,563 | -0.7% | 0.24% | -3.3% |
| Q3 2015 | $940,000 | -9.4% | 17,692 | +0.7% | 0.25% | -1.2% |
| Q2 2015 | $1,038,000 | +0.9% | 17,563 | +0.6% | 0.25% | +2.0% |
| Q1 2015 | $1,029,000 | -29.8% | 17,465 | -33.7% | 0.24% | -38.7% |
| Q4 2014 | $1,465,000 | +2.2% | 26,342 | +4.0% | 0.40% | -0.3% |
| Q3 2014 | $1,433,000 | +0.9% | 25,339 | +10.2% | 0.40% | -0.2% |
| Q2 2014 | $1,420,000 | +12.7% | 22,993 | +10.0% | 0.40% | +4.4% |
| Q1 2014 | $1,260,000 | +4.2% | 20,912 | +2.3% | 0.38% | +0.3% |
| Q4 2013 | $1,209,000 | +19.9% | 20,449 | +13.8% | 0.38% | +10.1% |
| Q3 2013 | $1,008,000 | +32.3% | 17,967 | +18.5% | 0.35% | +20.5% |
| Q2 2013 | $762,000 | – | 15,156 | – | 0.29% | – |
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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% |