WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 43 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,406 | +51.2% | 42,844 | +55.0% | 0.11% | +63.8% |
| Q2 2023 | $1,591 | +19.9% | 27,635 | +21.8% | 0.07% | +27.8% |
| Q1 2023 | $1,327 | +125.7% | 22,697 | +114.2% | 0.05% | +80.0% |
| Q4 2022 | $588 | -99.9% | 10,597 | -45.0% | 0.03% | -38.8% |
| Q3 2022 | $912,000 | +4.1% | 19,270 | +21.7% | 0.05% | +4.3% |
| Q2 2022 | $876,000 | – | 15,840 | – | 0.05% | – |
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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% |