GHP Investment Advisors, Inc. - WISDOMTREE TR ownership

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
GHP Investment Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,178,812
-14.0%
57,729
-8.6%
0.19%
-10.6%
Q2 2023$3,696,608
-38.9%
63,175
-39.0%
0.22%
-43.8%
Q1 2023$6,051,769
-12.5%
103,520
-16.9%
0.38%
-17.8%
Q4 2022$6,912,954
-10.3%
124,613
-23.4%
0.47%
-21.1%
Q3 2022$7,708,000
-27.4%
162,785
-15.2%
0.59%
-25.1%
Q2 2022$10,620,000
-17.9%
191,942
-4.7%
0.79%
-7.2%
Q1 2022$12,939,000
-2.3%
201,476
+2.2%
0.85%
-9.5%
Q4 2021$13,245,000
+2.7%
197,065
+2.3%
0.94%
-7.9%
Q3 2021$12,891,000
+0.8%
192,659
+2.2%
1.02%
-0.9%
Q2 2021$12,787,000
+5.8%
188,517
+4.6%
1.03%
-1.9%
Q1 2021$12,090,000
+6.7%
180,165
+1.1%
1.05%
-2.7%
Q4 2020$11,332,000
+13.0%
178,233
-0.6%
1.08%
-4.9%
Q3 2020$10,027,000
-8.2%
179,263
-12.1%
1.13%
-16.4%
Q2 2020$10,917,000
+4.3%
203,871
-8.8%
1.36%
-13.9%
Q1 2020$10,470,000
-31.6%
223,441
-4.0%
1.57%
-4.1%
Q4 2019$15,299,000
+15.3%
232,783
+5.8%
1.64%
-0.4%
Q3 2019$13,267,000
+0.0%
219,987
+2.7%
1.65%
+2.1%
Q2 2019$13,266,000
+1.8%
214,246
+2.0%
1.62%
-3.9%
Q1 2019$13,037,000
+15.4%
209,976
+5.5%
1.68%
-1.2%
Q4 2018$11,299,000
-26.4%
199,105
-14.9%
1.70%
-17.1%
Q3 2018$15,347,000
+1.7%
234,049
+1.3%
2.05%
-3.3%
Q2 2018$15,084,000
-2.7%
231,106
+2.5%
2.12%
-3.4%
Q1 2018$15,505,000
+2.2%
225,524
+2.5%
2.20%
+1.9%
Q4 2017$15,171,000
+5.9%
219,927
+1.8%
2.16%
-0.8%
Q3 2017$14,330,000
+6.7%
216,043
+2.5%
2.17%
+2.0%
Q2 2017$13,432,000
+34.6%
210,696
+27.0%
2.13%
+24.4%
Q1 2017$9,980,000
+34.6%
165,843
+23.8%
1.71%
+23.7%
Q4 2016$7,416,000
+5.0%
133,928
+6.3%
1.38%
-4.1%
Q3 2016$7,065,000
+12.0%
126,004
+4.7%
1.44%
+6.1%
Q2 2016$6,306,000
+0.5%
120,323
+7.1%
1.36%
-4.2%
Q1 2016$6,272,000
+5.2%
112,368
+4.6%
1.42%
-1.4%
Q4 2015$5,960,000
+17.2%
107,382
+12.1%
1.44%
+9.6%
Q3 2015$5,086,000
-3.6%
95,764
+6.6%
1.31%
+0.9%
Q2 2015$5,275,000
+4.2%
89,870
+4.6%
1.30%
-1.7%
Q1 2015$5,060,000
+8.7%
85,887
+2.6%
1.32%
+3.4%
Q4 2014$4,655,000
+1.0%
83,700
+2.7%
1.28%
-5.7%
Q3 2014$4,610,000
-3.6%
81,537
+5.3%
1.36%
-3.7%
Q2 2014$4,781,000
+11.3%
77,443
+8.6%
1.41%
+3.0%
Q1 2014$4,294,000
+10.9%
71,285
+8.8%
1.37%
+7.3%
Q4 2013$3,873,000
+27.1%
65,493
+20.6%
1.28%
+15.4%
Q3 2013$3,047,000
+21.1%
54,299
+8.5%
1.11%
+10.3%
Q2 2013$2,516,00050,0491.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
SMITH, MOORE & CO. 59,143$3,320,8790.44%
GHP Investment Advisors, Inc. 57,729$3,178,8120.19%
FLOW TRADERS U.S. LLC 42,844$2,4060.11%
HOWLAND CAPITAL MANAGEMENT LLC 11,570$649,6560.04%
One Capital Management, LLC 14,097$791,5460.04%
Washington Trust Advisors, Inc. 5,601$314,4970.03%
WealthShield Partners, LLC 2,639$148,1800.02%
Geneos Wealth Management Inc. 6,526$366,4350.02%
Capital Advisors, Ltd. LLC 2,234$1250.02%
Carmichael Hill & Associates, Inc. 535$30,0530.01%
View complete list of WISDOMTREE TR shareholders