WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20 | -100.0% | 350 | -78.4% | 0.00% | -90.0% |
| Q4 2019 | $106,000 | -79.1% | 1,620 | -80.8% | 0.01% | -81.5% |
| Q3 2019 | $507,000 | -0.4% | 8,420 | +2.4% | 0.05% | -1.8% |
| Q2 2019 | $509,000 | -0.2% | 8,220 | 0.0% | 0.06% | -6.8% |
| Q1 2019 | $510,000 | +9.4% | 8,220 | 0.0% | 0.06% | -3.3% |
| Q4 2018 | $466,000 | -99.9% | 8,220 | -48.4% | 0.06% | +1.7% |
| Q3 2018 | $523,115,000 | +103487.1% | 15,940 | +106.1% | 0.06% | 0.0% |
| Q2 2018 | $505,000 | +0.2% | 7,735 | +5.5% | 0.06% | -3.2% |
| Q1 2018 | $504,000 | +5.4% | 7,335 | +5.8% | 0.06% | +3.3% |
| Q4 2017 | $478,000 | +3.7% | 6,935 | -0.2% | 0.06% | -3.2% |
| Q3 2017 | $461,000 | -99.9% | 6,950 | 0.0% | 0.06% | -1.6% |
| Q2 2017 | $443,062,000 | +5.9% | 6,950 | 0.0% | 0.06% | -4.5% |
| Q1 2017 | $418,251,000 | +116080.8% | 6,950 | +6.9% | 0.07% | +4.8% |
| Q4 2016 | $360,000 | -99.9% | 6,500 | 0.0% | 0.06% | -7.4% |
| Q3 2016 | $364,455,000 | -1.5% | 6,500 | -7.9% | 0.07% | -8.1% |
| Q2 2016 | $370,014,000 | -2.8% | 7,060 | +3.5% | 0.07% | -2.6% |
| Q1 2016 | $380,692,000 | +12.0% | 6,820 | +11.3% | 0.08% | +10.1% |
| Q4 2015 | $339,937,000 | +4.8% | 6,125 | +0.3% | 0.07% | +11.3% |
| Q3 2015 | $324,236,000 | +17.6% | 6,105 | +30.9% | 0.06% | +10.7% |
| Q2 2015 | $275,701,000 | +4.8% | 4,665 | +4.5% | 0.06% | +1.8% |
| Q1 2015 | $263,077,000 | +77.5% | 4,465 | +67.5% | 0.06% | +66.7% |
| Q4 2014 | $148,200,000 | +87.2% | 2,665 | +90.4% | 0.03% | +73.7% |
| Q3 2014 | $79,156,000 | -8.4% | 1,400 | 0.0% | 0.02% | -9.5% |
| Q2 2014 | $86,436,000 | +43.5% | 1,400 | +40.0% | 0.02% | +31.2% |
| Q1 2014 | $60,230,000 | +45.5% | 1,000 | +42.9% | 0.02% | +45.5% |
| Q4 2013 | $41,391,000 | – | 700 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 379,515 | $21,228,000 | 1.40% |
| GHP Investment Advisors, Inc. | 179,263 | $10,027,000 | 1.13% |
| SMITH, MOORE & CO. | 63,220 | $3,536,000 | 0.74% |
| Intercontinental Wealth Advisors, LLC | 16,719 | $935,000 | 0.27% |
| SignalPoint Asset Management, LLC | 6,784 | $379,000 | 0.16% |
| Capital Advisors, Ltd. LLC | 9,301 | $520,000 | 0.13% |
| Platform Technology Partners | 3,765 | $211,000 | 0.13% |
| One Capital Management, LLC | 12,315 | $689,000 | 0.09% |
| Well Done, LLC | 4,216 | $236,000 | 0.07% |
| Kestra Advisory Services, LLC | 56,102 | $3,130,000,000 | 0.06% |