UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 48 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,032,823
-8.0%
18,394
-5.6%
0.00%
Q2 2023$1,122,084
-2.1%
19,484
-0.7%
0.00%
Q1 2023$1,146,693
-7.3%
19,615
-12.0%
0.00%
Q4 2022$1,237,260
-59.5%
22,301
-65.4%
0.00%
-100.0%
Q3 2022$3,054,000
-16.1%
64,493
-2.0%
0.00%0.0%
Q2 2022$3,640,000
-10.9%
65,782
+3.4%
0.00%0.0%
Q1 2022$4,086,000
-3.7%
63,621
+0.7%
0.00%0.0%
Q4 2021$4,245,000
+2.6%
63,153
+2.1%
0.00%0.0%
Q3 2021$4,139,000
+0.7%
61,856
+2.0%
0.00%0.0%
Q2 2021$4,112,000
+2.2%
60,620
+1.1%
0.00%0.0%
Q1 2021$4,025,000
+8.0%
59,982
+2.3%
0.00%0.0%
Q4 2020$3,728,000
+16.3%
58,642
+2.3%
0.00%0.0%
Q3 2020$3,205,000
+14.4%
57,307
+9.5%
0.00%0.0%
Q2 2020$2,802,000
+11.9%
52,334
-2.1%
0.00%0.0%
Q1 2020$2,505,000
+86.2%
53,459
+161.1%
0.00%
Q4 2019$1,345,000
+6.6%
20,471
-2.2%
0.00%
Q3 2019$1,262,000
+9.6%
20,927
+12.6%
0.00%
Q2 2019$1,151,000
-4.2%
18,581
-4.0%
0.00%
Q1 2019$1,202,000
-7.8%
19,361
-15.7%
0.00%
-100.0%
Q4 2018$1,303,000
-11.8%
22,957
+1.9%
0.00%0.0%
Q3 2018$1,477,000
-1.3%
22,526
-1.8%
0.00%0.0%
Q2 2018$1,497,000
-9.5%
22,939
-4.7%
0.00%0.0%
Q1 2018$1,654,000
+9.0%
24,064
+9.5%
0.00%0.0%
Q4 2017$1,517,000
+14.4%
21,985
+10.0%
0.00%0.0%
Q3 2017$1,326,000
+4.7%
19,994
+0.7%
0.00%0.0%
Q2 2017$1,266,000
+6.0%
19,860
+0.1%
0.00%0.0%
Q1 2017$1,194,000
+10.0%
19,835
+1.2%
0.00%0.0%
Q4 2016$1,085,0000.0%19,591
+1.3%
0.00%0.0%
Q3 2016$1,085,000
+11.7%
19,345
+4.4%
0.00%0.0%
Q2 2016$971,000
-1.8%
18,532
+4.6%
0.00%0.0%
Q1 2016$989,000
+1.6%
17,723
+1.1%
0.00%0.0%
Q4 2015$973,000
+3.5%
17,531
-1.0%
0.00%0.0%
Q3 2015$940,000
-34.9%
17,704
-27.6%
0.00%0.0%
Q2 2015$1,445,000
+15.1%
24,443
+14.7%
0.00%0.0%
Q1 2015$1,255,000
-9.6%
21,305
-14.7%
0.00%0.0%
Q4 2014$1,389,00024,9860.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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