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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $22,000 | +4.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $21,000 | -4.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $22,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $22,000 | +4.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $21,000 | -12.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $24,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $24,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $22,000 | -56.9% | 400 | -55.6% | 0.00% | -62.5% |
| Q3 2014 | $51,000 | -8.9% | 900 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $56,000 | -30.0% | 900 | -32.3% | 0.01% | -30.8% |
| Q1 2014 | $80,000 | +1.3% | 1,329 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $79,000 | +5.3% | 1,329 | 0.0% | 0.01% | -7.1% |
| Q3 2013 | $75,000 | +11.9% | 1,329 | 0.0% | 0.01% | +7.7% |
| Q2 2013 | $67,000 | – | 1,329 | – | 0.01% | – |
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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% |