WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 40 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,258,360 | +9.3% | 75,839 | +12.1% | 0.00% | 0.0% |
| Q2 2023 | $3,896,136 | +870.3% | 67,653 | +834.7% | 0.00% | – |
| Q4 2022 | $401,530 | -87.7% | 7,238 | -89.5% | 0.00% | -100.0% |
| Q3 2022 | $3,259,000 | +50.0% | 68,830 | +75.3% | 0.00% | 0.0% |
| Q2 2022 | $2,172,000 | -42.1% | 39,257 | -30.0% | 0.00% | 0.0% |
| Q3 2021 | $3,752,000 | +116.8% | 56,081 | +119.8% | 0.00% | 0.0% |
| Q2 2021 | $1,731,000 | +2.2% | 25,516 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $1,693,000 | +111.4% | 25,229 | +100.2% | 0.00% | – |
| Q4 2020 | $801,000 | +30.5% | 12,604 | +14.9% | 0.00% | – |
| Q3 2020 | $614,000 | -85.7% | 10,969 | -86.3% | 0.00% | -100.0% |
| Q2 2020 | $4,302,000 | +200.0% | 80,331 | +268.2% | 0.00% | +50.0% |
| Q4 2019 | $1,434,000 | -30.8% | 21,819 | -36.5% | 0.00% | -33.3% |
| Q3 2019 | $2,072,000 | -41.6% | 34,352 | -40.0% | 0.00% | -50.0% |
| Q2 2019 | $3,548,000 | -20.9% | 57,296 | -20.7% | 0.01% | -14.3% |
| Q1 2019 | $4,485,000 | +181.5% | 72,235 | +157.4% | 0.01% | +133.3% |
| Q4 2018 | $1,593,000 | -88.3% | 28,068 | -86.5% | 0.00% | -88.9% |
| Q3 2018 | $13,624,000 | +81.8% | 207,777 | +81.0% | 0.03% | +50.0% |
| Q2 2018 | $7,492,000 | +218.8% | 114,790 | +237.0% | 0.02% | +157.1% |
| Q4 2017 | $2,350,000 | +507.2% | 34,065 | +460.9% | 0.01% | +600.0% |
| Q2 2017 | $387,000 | -89.1% | 6,073 | -89.7% | 0.00% | -93.8% |
| Q1 2017 | $3,560,000 | +397.2% | 59,152 | +357.3% | 0.02% | +433.3% |
| Q4 2016 | $716,000 | -76.2% | 12,936 | -75.9% | 0.00% | -78.6% |
| Q3 2016 | $3,013,000 | +52.2% | 53,745 | +42.3% | 0.01% | +40.0% |
| Q2 2016 | $1,979,000 | -45.8% | 37,764 | -42.2% | 0.01% | -50.0% |
| Q1 2016 | $3,648,000 | -22.2% | 65,355 | -22.6% | 0.02% | -31.0% |
| Q4 2015 | $4,688,000 | +67.7% | 84,460 | +60.5% | 0.03% | +61.1% |
| Q3 2015 | $2,795,000 | +50.9% | 52,619 | +67.4% | 0.02% | +28.6% |
| Q1 2015 | $1,852,000 | -56.4% | 31,438 | -58.2% | 0.01% | -67.4% |
| Q3 2014 | $4,249,000 | +923.9% | 75,158 | +1017.8% | 0.04% | +760.0% |
| Q2 2014 | $415,000 | -5.0% | 6,724 | -7.4% | 0.01% | 0.0% |
| Q1 2014 | $437,000 | – | 7,263 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tacita Capital Inc | 47,425 | $3,187,000 | 1.82% |
| GHP Investment Advisors, Inc. | 197,065 | $13,245,000 | 0.94% |
| SMITH, MOORE & CO. | 68,118 | $4,578,000 | 0.64% |
| Intercontinental Wealth Advisors, LLC | 12,719 | $855,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 6,790 | $456,000 | 0.07% |
| HOWLAND CAPITAL MANAGEMENT LLC | 21,816 | $1,466,000 | 0.07% |
| One Capital Management, LLC | 13,777 | $925,000 | 0.07% |
| Washington Trust Advisors, Inc. | 13,871 | $932,000 | 0.06% |
| Asset Dedication, LLC | 5,908 | $397,000 | 0.05% |
| SOA Wealth Advisors, LLC. | 2,799 | $188,000 | 0.05% |