LPL Financial LLC - 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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$510,547
-17.1%
9,093
-15.0%
0.00%
Q2 2023$616,046
-27.4%
10,697
-26.3%
0.00%
-100.0%
Q1 2023$848,624
+16.8%
14,516
+10.8%
0.00%0.0%
Q4 2022$726,718
+28.9%
13,100
+10.0%
0.00%0.0%
Q3 2022$564,000
-14.9%
11,913
-0.6%
0.00%0.0%
Q2 2022$663,000
+2.6%
11,980
+19.1%
0.00%0.0%
Q1 2022$646,000
-4.4%
10,062
+0.1%
0.00%0.0%
Q4 2021$676,000
+5.0%
10,056
+4.5%
0.00%0.0%
Q3 2021$644,000
+185.0%
9,627
+186.4%
0.00%
Q1 2021$226,000
-22.9%
3,361
-24.6%
0.00%
-100.0%
Q4 2019$293,000
-48.9%
4,460
-49.0%
0.00%0.0%
Q3 2018$573,000
-5.1%
8,740
-5.6%
0.00%
-50.0%
Q2 2018$604,000
-7.1%
9,261
-2.0%
0.00%0.0%
Q1 2018$650,000
+5.2%
9,450
+5.5%
0.00%0.0%
Q4 2017$618,000
-1.1%
8,960
-4.9%
0.00%0.0%
Q3 2017$625,000
+12.0%
9,419
+7.6%
0.00%0.0%
Q2 2017$558,000
+21.6%
8,753
+14.7%
0.00%
-33.3%
Q1 2017$459,000
+10.3%
7,632
+2.1%
0.00%0.0%
Q4 2016$416,000
+1.2%
7,478
+1.6%
0.00%
-25.0%
Q3 2016$411,000
+14.8%
7,357
+4.7%
0.00%
+33.3%
Q2 2016$358,000
-64.6%
7,025
-62.5%
0.00%0.0%
Q1 2016$1,011,000
+190.5%
18,728
+192.8%
0.00%
+200.0%
Q4 2015$348,000
+30.8%
6,396
+39.3%
0.00%0.0%
Q2 2015$266,000
+5.6%
4,592
+7.3%
0.00%0.0%
Q1 2015$252,000
-23.9%
4,279
-28.1%
0.00%
-50.0%
Q4 2014$331,000
+24.9%
5,954
+25.4%
0.00%0.0%
Q3 2014$265,000
-5.4%
4,748
+4.6%
0.00%0.0%
Q2 2014$280,0000.0%4,540
-2.5%
0.00%0.0%
Q1 2014$280,000
+19.7%
4,655
+17.6%
0.00%
+100.0%
Q4 2013$234,000
+7.8%
3,960
+3.6%
0.00%0.0%
Q3 2013$217,000
+2.8%
3,822
-9.0%
0.00%
-50.0%
Q2 2013$211,0004,1980.00%
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