SignalPoint Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 58 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SignalPoint Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$431,000
+13.7%
6,780
-0.1%
0.16%
+3.2%
Q3 2020$379,000
+4.1%
6,784
-0.1%
0.16%
-3.7%
Q2 2020$364,000
+13.8%
6,794
-0.5%
0.16%
-2.4%
Q1 2020$320,000
-21.6%
6,831
+10.2%
0.17%
-2.3%
Q4 2019$408,000
+7.4%
6,201
-1.7%
0.17%
+1.8%
Q3 2019$380,000
-3.3%
6,309
-0.4%
0.17%
-9.6%
Q2 2019$393,000
-29.6%
6,334
-29.5%
0.19%
-23.4%
Q1 2019$558,000
+8.8%
8,980
-0.8%
0.24%
-1.6%
Q4 2018$513,000
-8.1%
9,049
+6.3%
0.25%
-0.4%
Q3 2018$558,000
+1.8%
8,509
+1.4%
0.25%
-4.6%
Q2 2018$548,000
-4.5%
8,391
+0.5%
0.26%
-5.4%
Q1 2018$574,000
+5.1%
8,346
+5.5%
0.28%
+85.2%
Q4 2017$546,000
+1.7%
7,910
-2.3%
0.15%
-45.2%
Q3 2017$537,000
+30.7%
8,099
+9.1%
0.27%
+156.6%
Q4 2016$411,000
-1.7%
7,426
-0.4%
0.11%
-4.5%
Q3 2016$418,000
-1.2%
7,454
-7.7%
0.11%
-36.9%
Q2 2016$423,000
-12.4%
8,073
-6.6%
0.18%
-15.0%
Q1 2016$483,0008,6480.21%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Tacita Capital Inc 47,425$3,187,0001.82%
GHP Investment Advisors, Inc. 197,065$13,245,0000.94%
SMITH, MOORE & CO. 68,118$4,578,0000.64%
Intercontinental Wealth Advisors, LLC 12,719$855,0000.18%
Capital Advisors, Ltd. LLC 6,790$456,0000.07%
HOWLAND CAPITAL MANAGEMENT LLC 21,816$1,466,0000.07%
One Capital Management, LLC 13,777$925,0000.07%
Washington Trust Advisors, Inc. 13,871$932,0000.06%
Asset Dedication, LLC 5,908$397,0000.05%
SOA Wealth Advisors, LLC. 2,799$188,0000.05%
View complete list of WISDOMTREE TR shareholders