WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 44 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $816,577 | +5.4% | 13,437 | -2.7% | 0.01% | -8.3% |
| Q3 2023 | $775,038 | -4.3% | 13,803 | -1.9% | 0.01% | -7.7% |
| Q2 2023 | $810,176 | -0.9% | 14,068 | +0.6% | 0.01% | -7.1% |
| Q1 2023 | $817,329 | +2.8% | 13,981 | -2.4% | 0.01% | 0.0% |
| Q4 2022 | $794,850 | +21.2% | 14,328 | +3.5% | 0.01% | -17.6% |
| Q3 2022 | $656,000 | -12.8% | 13,849 | +1.9% | 0.02% | 0.0% |
| Q2 2022 | $752,000 | -7.5% | 13,596 | +7.4% | 0.02% | +6.2% |
| Q1 2022 | $813,000 | -8.3% | 12,657 | -4.1% | 0.02% | -11.1% |
| Q4 2021 | $887,000 | +1.5% | 13,193 | +1.0% | 0.02% | +5.9% |
| Q3 2021 | $874,000 | -0.1% | 13,059 | +1.2% | 0.02% | -19.0% |
| Q2 2021 | $875,000 | -4.3% | 12,901 | -5.3% | 0.02% | -16.0% |
| Q1 2021 | $914,000 | +6.0% | 13,624 | +0.5% | 0.02% | -10.7% |
| Q4 2020 | $862,000 | +9.8% | 13,550 | -3.4% | 0.03% | -6.7% |
| Q3 2020 | $785,000 | +4.5% | 14,034 | +0.0% | 0.03% | -6.2% |
| Q2 2020 | $751,000 | +13.1% | 14,027 | -1.0% | 0.03% | -11.1% |
| Q1 2020 | $664,000 | -3.6% | 14,165 | +35.5% | 0.04% | +24.1% |
| Q4 2019 | $689,000 | +2.8% | 10,455 | -6.4% | 0.03% | -3.3% |
| Q3 2019 | $670,000 | – | 11,170 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 637,535 | $41,900,000 | 2.98% |
| GHP Investment Advisors, Inc. | 232,783 | $15,299,000 | 1.64% |
| Surevest, LLC | 36,980 | $2,430,000 | 1.04% |
| SMITH, MOORE & CO. | 69,351 | $4,558,000 | 0.95% |
| Landsberg, Bennett, & Dubbaneh LLC | 41,154 | $2,695,000 | 0.63% |
| One Capital Management, LLC | 62,537 | $4,110,000 | 0.63% |
| Optas, LLC | 16,860 | $1,108,000 | 0.43% |
| Well Done, LLC | 23,015 | $1,513,000 | 0.35% |
| SignalPoint Asset Management, LLC | 6,201 | $408,000 | 0.17% |
| Capital Advisors, Ltd. LLC | 10,066 | $662,000 | 0.17% |