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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,929,000 | +273.6% | 55,890 | +298.1% | 1.13% | +265.9% |
| Q1 2016 | $784,000 | +0.6% | 14,040 | 0.0% | 0.31% | -16.5% |
| Q4 2015 | $779,000 | +4.4% | 14,040 | 0.0% | 0.37% | -15.0% |
| Q3 2015 | $746,000 | -10.1% | 14,040 | 0.0% | 0.43% | +9.3% |
| Q2 2015 | $830,000 | +0.4% | 14,040 | 0.0% | 0.40% | +1.8% |
| Q1 2015 | $827,000 | +5.9% | 14,040 | 0.0% | 0.39% | +2.4% |
| Q4 2014 | $781,000 | -1.6% | 14,040 | 0.0% | 0.38% | +11.7% |
| Q3 2014 | $794,000 | -8.4% | 14,040 | 0.0% | 0.34% | -6.1% |
| Q2 2014 | $867,000 | +1.0% | 14,040 | 0.0% | 0.36% | -0.3% |
| Q1 2014 | $858,000 | – | 14,040 | – | 0.36% | – |
Download | ||||||
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% |