WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 61 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $1,159,000 | -50.2% | 18,725 | -50.0% | 0.09% | -7.5% |
Q1 2019 | $2,326,000 | +118.8% | 37,450 | +100.0% | 0.09% | -3.1% |
Q4 2018 | $1,063,000 | -13.4% | 18,725 | 0.0% | 0.10% | -3.0% |
Q3 2018 | $1,228,000 | +6.1% | 18,725 | +5.6% | 0.10% | 0.0% |
Q2 2018 | $1,157,000 | -5.1% | 17,725 | 0.0% | 0.10% | -5.7% |
Q1 2018 | $1,219,000 | – | 17,725 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOWLAND CAPITAL MANAGEMENT LLC | 652,248 | $30,564,000 | 2.68% |
GHP Investment Advisors, Inc. | 223,441 | $10,470,000 | 1.57% |
SMITH, MOORE & CO. | 67,097 | $3,144,000 | 0.83% |
Optas, LLC | 16,860 | $790,000 | 0.39% |
Intercontinental Wealth Advisors, LLC | 15,223 | $713,000 | 0.38% |
One Capital Management, LLC | 28,258 | $1,324,000 | 0.22% |
SignalPoint Asset Management, LLC | 6,831 | $320,000 | 0.17% |
Starfire Investment Advisers, Inc. | 5,915 | $277,000 | 0.15% |
Capital Advisors, Ltd. LLC | 9,919 | $465,000 | 0.15% |
Joseph P. Lucia & Associates, LLC | 1,913 | $90,000 | 0.10% |