WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 55 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $242,097 | -3.2% | 3,996 | +0.5% | 0.00% | 0.0% |
| Q1 2024 | $250,042 | +0.1% | 3,975 | -3.3% | 0.00% | 0.0% |
| Q4 2023 | $249,750 | +115.3% | 4,110 | +90.3% | 0.00% | 0.0% |
| Q2 2020 | $116,000 | -46.3% | 2,160 | -34.3% | 0.00% | -33.3% |
| Q4 2019 | $216,000 | -4.8% | 3,286 | -12.5% | 0.00% | -25.0% |
| Q3 2019 | $227,000 | -9.6% | 3,757 | -7.2% | 0.00% | -20.0% |
| Q2 2019 | $251,000 | +5.5% | 4,050 | +5.5% | 0.01% | 0.0% |
| Q1 2019 | $238,000 | +3.5% | 3,840 | -5.4% | 0.01% | -16.7% |
| Q4 2018 | $230,000 | -16.4% | 4,061 | -3.2% | 0.01% | 0.0% |
| Q3 2018 | $275,000 | +5.8% | 4,194 | +11.1% | 0.01% | -40.0% |
| Q1 2018 | $260,000 | +2066.7% | 3,776 | +1715.4% | 0.01% | +900.0% |
| Q3 2014 | $12,000 | – | 208 | – | 0.00% | – |
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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% |