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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 673 | 0.0% | 0.00% | – |
| Q1 2014 | $41,000 | – | 673 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 379,515 | $21,228,000 | 1.40% |
| GHP Investment Advisors, Inc. | 179,263 | $10,027,000 | 1.13% |
| SMITH, MOORE & CO. | 63,220 | $3,536,000 | 0.74% |
| Intercontinental Wealth Advisors, LLC | 16,719 | $935,000 | 0.27% |
| SignalPoint Asset Management, LLC | 6,784 | $379,000 | 0.16% |
| Capital Advisors, Ltd. LLC | 9,301 | $520,000 | 0.13% |
| Platform Technology Partners | 3,765 | $211,000 | 0.13% |
| One Capital Management, LLC | 12,315 | $689,000 | 0.09% |
| Well Done, LLC | 4,216 | $236,000 | 0.07% |
| Kestra Advisory Services, LLC | 56,102 | $3,130,000,000 | 0.06% |