ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 51 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$201,527
-45.2%
3,589
-45.9%
0.00%
Q4 2022$368,026
+32.9%
6,634
+60.9%
0.00%
Q4 2021$277,000
+21.5%
4,123
+21.1%
0.00%
Q3 2021$228,000
-8.4%
3,405
-7.1%
0.00%
Q2 2021$249,000
-29.1%
3,666
-30.0%
0.00%
Q1 2021$351,000
+27.6%
5,234
+21.2%
0.00%
Q4 2020$275,000
+12.7%
4,318
-1.0%
0.00%
Q3 2020$244,000
+0.8%
4,362
-3.6%
0.00%
Q2 2020$242,000
-31.4%
4,527
-39.9%
0.00%
Q1 2020$353,000
+7.6%
7,531
+51.1%
0.00%
Q4 2019$328,000
+507.4%
4,984
+387.2%
0.00%
Q2 2016$54,000
-47.6%
1,023
-44.6%
0.00%
Q1 2016$103,000
+442.1%
1,845
+436.3%
0.00%
Q4 2014$19,000
+5.6%
344
+5.5%
0.00%
Q3 2014$18,000
-57.1%
326
-51.6%
0.00%
Q2 2014$42,000
+2.4%
6730.0%0.00%
Q1 2014$41,0006730.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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