MONETA GROUP INVESTMENT ADVISORS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 45 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$442,000
-4.3%
6,882
+0.1%
0.02%
-10.5%
Q4 2021$462,000
+0.4%
6,874
-0.0%
0.02%
-9.5%
Q3 2021$460,000
+607.7%
6,875
-82.4%
0.02%
+200.0%
Q2 2018$65,000
-60.8%
39,038
+1201.3%
0.01%
-72.0%
Q4 2017$166,0003,0000.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Tacita Capital Inc 47,425$3,187,0001.82%
GHP Investment Advisors, Inc. 197,065$13,245,0000.94%
SMITH, MOORE & CO. 68,118$4,578,0000.64%
Intercontinental Wealth Advisors, LLC 12,719$855,0000.18%
Capital Advisors, Ltd. LLC 6,790$456,0000.07%
HOWLAND CAPITAL MANAGEMENT LLC 21,816$1,466,0000.07%
One Capital Management, LLC 13,777$925,0000.07%
Washington Trust Advisors, Inc. 13,871$932,0000.06%
Asset Dedication, LLC 5,908$397,0000.05%
SOA Wealth Advisors, LLC. 2,799$188,0000.05%
View complete list of WISDOMTREE TR shareholders