IFP Advisors, Inc - WISDOMTREE TR ownership

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
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$62
-99.9%
900
-10.0%
0.00%0.0%
Q3 2022$69,0000.0%1,0000.0%0.00%0.0%
Q2 2022$69,0000.0%1,0000.0%0.00%
+100.0%
Q1 2022$69,0001,0000.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$000.00%
Q3 2019$00
-100.0%
0.00%
Q3 2018$030.0%0.00%
Q2 2018$030.0%0.00%
Q1 2018$030.0%0.00%
Q4 2017$030.0%0.00%
Q3 2017$030.0%0.00%
Q2 2017$030.0%0.00%
Q1 2017$030.0%0.00%
Q4 2016$0
-100.0%
3
-99.6%
0.00%
-100.0%
Q3 2016$45,000
+7.1%
8030.0%0.00%0.0%
Q2 2016$42,000
-27.6%
803
-23.4%
0.00%
-50.0%
Q4 2015$58,0001,0480.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
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