Capital Advisors, Ltd. 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 Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$125
-3.1%
2,2340.0%0.02%0.0%
Q2 2023$129
-1.5%
2,2340.0%0.02%
-13.6%
Q1 2023$131
-65.3%
2,234
-67.1%
0.02%
-66.2%
Q4 2022$377
-99.9%
6,7900.0%0.06%
+3.2%
Q3 2022$322,000
-14.4%
6,7900.0%0.06%
-10.0%
Q2 2022$376,000
-13.8%
6,7900.0%0.07%
-2.8%
Q1 2022$436,000
-4.4%
6,7900.0%0.07%
-2.7%
Q4 2021$456,000
-0.4%
6,790
-0.8%
0.07%
-9.8%
Q3 2021$458,000
-7.8%
6,844
-6.6%
0.08%
-7.9%
Q2 2021$497,000
+1.0%
7,3290.0%0.09%
-1.1%
Q1 2021$492,000
+5.6%
7,3290.0%0.09%
-12.6%
Q4 2020$466,000
-10.4%
7,329
-21.2%
0.10%
-20.8%
Q3 2020$520,000
+4.4%
9,3010.0%0.13%
-0.8%
Q2 2020$498,000
+7.1%
9,301
-6.2%
0.13%
-10.3%
Q1 2020$465,000
-29.8%
9,919
-1.5%
0.15%
-13.6%
Q4 2019$662,000
+9.1%
10,066
-1.1%
0.17%
+0.6%
Q3 2019$607,000
-3.7%
10,1780.0%0.17%
-5.6%
Q2 2019$630,000
+6.1%
10,178
+6.5%
0.18%
+10.6%
Q1 2019$594,000
-12.6%
9,560
-20.2%
0.16%
-19.9%
Q4 2018$680,000
-13.4%
11,9790.0%0.20%
-9.5%
Q3 2018$785,000
+0.4%
11,9790.0%0.22%
-9.0%
Q2 2018$782,000
-5.1%
11,9790.0%0.24%
-8.6%
Q1 2018$824,000
-1.4%
11,979
-1.1%
0.27%
-3.3%
Q4 2017$836,000
+8.6%
12,118
+4.4%
0.28%
+2.2%
Q3 2017$770,000
+9.4%
11,605
+5.1%
0.27%
+4.2%
Q2 2017$704,000
+23.9%
11,043
+17.0%
0.26%
+18.3%
Q1 2017$568,000
+8.6%
9,4370.0%0.22%
+1.4%
Q4 2016$523,000
+67.6%
9,437
+69.5%
0.22%
+57.7%
Q3 2016$312,000
+6.8%
5,5660.0%0.14%0.0%
Q2 2016$292,000
-3.6%
5,566
+2.6%
0.14%
-9.3%
Q1 2016$303,000
+0.7%
5,4270.0%0.15%
-3.8%
Q4 2015$301,000
+11.5%
5,427
+6.9%
0.16%
+5.4%
Q3 2015$270,000
-10.0%
5,0750.0%0.15%
-3.9%
Q2 2015$300,000
+12.8%
5,075
+12.6%
0.16%
+12.3%
Q1 2015$266,000
+6.0%
4,5070.0%0.14%
+0.7%
Q4 2014$251,000
+109.2%
4,507
+112.1%
0.14%
+101.5%
Q3 2014$120,000
-8.4%
2,1250.0%0.07%
-6.8%
Q2 2014$131,000
+2.3%
2,1250.0%0.07%
-2.7%
Q1 2014$128,000
+1.6%
2,1250.0%0.08%
-10.7%
Q4 2013$126,0002,1250.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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