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

Quarter-by-quarter ownership
One Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$791,546
-2.4%
14,097
+0.1%
0.04%
-5.4%
Q2 2023$811,039
-0.6%
14,083
+0.9%
0.04%
-7.5%
Q1 2023$815,633
+5.8%
13,952
+0.4%
0.04%
-2.4%
Q4 2022$770,603
+18.2%
13,891
+0.8%
0.04%
+7.9%
Q3 2022$652,000
-14.3%
13,778
+0.1%
0.04%
-15.6%
Q2 2022$761,000
-13.5%
13,770
+0.4%
0.04%
-4.3%
Q1 2022$880,000
-4.9%
13,718
-0.4%
0.05%
-32.9%
Q4 2021$925,000
-1.3%
13,777
-1.7%
0.07%
-9.1%
Q3 2021$937,000
+1.8%
14,014
+3.2%
0.08%
-6.1%
Q2 2021$920,000
+4.4%
13,577
+3.3%
0.08%
-15.5%
Q1 2021$881,000
+13.4%
13,142
+7.6%
0.10%
+4.3%
Q4 2020$777,000
+12.8%
12,215
-0.8%
0.09%
-1.1%
Q3 2020$689,000
-6.5%
12,315
-10.5%
0.09%
-11.3%
Q2 2020$737,000
-44.3%
13,756
-51.3%
0.11%
-52.9%
Q1 2020$1,324,000
-67.8%
28,258
-54.8%
0.22%
-64.3%
Q4 2019$4,110,000
-67.7%
62,537
-70.4%
0.63%
-70.2%
Q3 2019$12,721,000
-0.0%
210,920
+2.6%
2.12%
-2.2%
Q2 2019$12,727,000
-1.9%
205,540
-1.6%
2.17%
-6.2%
Q1 2019$12,976,000
+18.1%
208,985
+7.9%
2.31%
+3.5%
Q4 2018$10,991,000
-18.4%
193,676
-5.8%
2.23%
-8.5%
Q3 2018$13,476,000
+4.4%
205,517
+3.9%
2.44%
-0.3%
Q2 2018$12,910,000
-0.1%
197,796
+5.2%
2.44%
-3.6%
Q1 2018$12,921,000
+1.8%
187,947
+2.1%
2.54%
-0.2%
Q4 2017$12,692,000
+2.7%
183,996
-1.3%
2.54%
-1.1%
Q3 2017$12,362,000
+7.9%
186,367
+3.7%
2.57%
-23.6%
Q2 2017$11,457,000
+6.6%
179,717
+0.6%
3.36%
+0.7%
Q1 2017$10,750,000
+8.1%
178,636
-0.6%
3.34%
+5.8%
Q4 2016$9,949,000
+0.6%
179,683
+1.9%
3.16%
-2.1%
Q3 2016$9,888,000
+9.3%
176,358
+2.2%
3.22%
+2.3%
Q2 2016$9,045,000
-6.9%
172,587
-0.9%
3.15%
+719.0%
Q1 2016$9,719,000
+1.1%
174,111
+4.9%
0.38%
-88.2%
Q4 2015$9,615,000
+5.9%
165,902
-2.9%
3.26%
-1.2%
Q3 2015$9,078,000
-4.4%
170,924
+6.3%
3.30%
+21.3%
Q2 2015$9,499,000
+13.0%
160,724
+12.6%
2.72%
+7.7%
Q1 2015$8,407,000
+24.3%
142,689
+17.4%
2.53%
-0.4%
Q4 2014$6,762,000
+3.3%
121,588
+5.0%
2.54%
+8.2%
Q3 2014$6,549,000
-4.7%
115,821
+4.1%
2.34%
-15.4%
Q2 2014$6,869,000
+4.4%
111,254
+1.8%
2.77%
+11.0%
Q1 2014$6,580,000109,2462.50%
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