Asset Dedication, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 61 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$68
-87.0%
1,210
-86.7%
0.01%
-86.7%
Q2 2023$523
-1.3%
9,0780.0%0.04%
-8.2%
Q1 2023$530
+8.4%
9,078
+2.8%
0.05%
-2.0%
Q4 2022$489
-99.9%
8,830
+17.7%
0.05%
+28.2%
Q3 2022$355,000
-14.7%
7,5020.0%0.04%
-37.1%
Q2 2022$416,000
+0.5%
7,502
+16.2%
0.06%
+34.8%
Q1 2022$414,000
+4.3%
6,454
+9.2%
0.05%
-4.2%
Q4 2021$397,000
+21.0%
5,908
+20.8%
0.05%
+11.6%
Q3 2021$328,000
+6.8%
4,891
+8.1%
0.04%
-6.5%
Q2 2021$307,000
+5.5%
4,523
+4.5%
0.05%
-30.3%
Q1 2021$291,000
+23.3%
4,329
+16.8%
0.07%
+40.4%
Q4 2020$236,000
+14.0%
3,7050.0%0.05%
+2.2%
Q3 2020$207,000
+5.1%
3,7050.0%0.05%
-14.8%
Q2 2020$197,000
+13.2%
3,7050.0%0.05%
+3.8%
Q1 2020$174,000
-20.5%
3,705
+11.6%
0.05%
-16.1%
Q4 2019$219,000
+11.7%
3,319
+2.1%
0.06%
-4.6%
Q3 2019$196,000
+24.1%
3,252
+27.7%
0.06%
+27.5%
Q2 2019$158,000
+29.5%
2,546
+29.6%
0.05%
+21.4%
Q1 2019$122,000
+19.6%
1,964
+8.8%
0.04%0.0%
Q4 2018$102,000
-14.3%
1,8050.0%0.04%
-6.7%
Q3 2018$119,000
+1.7%
1,8050.0%0.04%
+12.5%
Q2 2018$117,000
-5.6%
1,8050.0%0.04%
-34.4%
Q1 2018$124,000
+30.5%
1,805
+30.8%
0.06%
+60.5%
Q4 2017$95,000
+239.3%
1,380
+230.9%
0.04%
+192.3%
Q3 2017$28,0004170.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
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