Well Done, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 48 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$211,000
-4.5%
3,2830.0%0.04%
-6.7%
Q4 2021$221,000
+0.5%
3,2830.0%0.04%
-8.2%
Q3 2021$220,000
-5.6%
3,283
-4.6%
0.05%
-3.9%
Q2 2021$233,000
+0.9%
3,4400.0%0.05%
-3.8%
Q1 2021$231,000
+5.5%
3,4400.0%0.05%
-1.9%
Q4 2020$219,000
-7.2%
3,440
-18.4%
0.05%
-19.4%
Q3 2020$236,000
+4.4%
4,2160.0%0.07%
+8.1%
Q2 2020$226,000
-8.1%
4,216
-19.6%
0.06%
-16.2%
Q1 2020$246,000
-83.7%
5,246
-77.2%
0.07%
-78.9%
Q4 2019$1,513,000
-45.0%
23,015
-49.5%
0.35%
+5.1%
Q3 2019$2,750,000
+94.9%
45,584
+100.0%
0.33%
+0.9%
Q2 2019$1,411,000
-0.5%
22,792
-0.2%
0.33%
-5.4%
Q1 2019$1,418,000
+51.0%
22,842
+38.0%
0.35%
+32.2%
Q4 2018$939,000
-13.5%
16,550
-0.0%
0.26%
-13.7%
Q3 2018$1,085,000
+1.1%
16,551
+0.6%
0.31%
-5.0%
Q2 2018$1,073,000
-4.9%
16,451
+0.3%
0.32%
-8.0%
Q1 2018$1,128,000
+22.2%
16,409
+22.7%
0.35%
+16.3%
Q4 2017$923,000
+4.5%
13,373
+0.4%
0.30%
+11.1%
Q3 2017$883,000
+56.0%
13,317
+50.0%
0.27%
+36.9%
Q2 2017$566,000
+38.7%
8,878
+30.8%
0.20%
+36.6%
Q1 2017$408,0006,7850.14%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
HOWLAND CAPITAL MANAGEMENT LLC 379,515$21,228,0001.40%
GHP Investment Advisors, Inc. 179,263$10,027,0001.13%
SMITH, MOORE & CO. 63,220$3,536,0000.74%
Intercontinental Wealth Advisors, LLC 16,719$935,0000.27%
SignalPoint Asset Management, LLC 6,784$379,0000.16%
Capital Advisors, Ltd. LLC 9,301$520,0000.13%
Platform Technology Partners 3,765$211,0000.13%
One Capital Management, LLC 12,315$689,0000.09%
Well Done, LLC 4,216$236,0000.07%
Kestra Advisory Services, LLC 56,102$3,130,000,0000.06%
View complete list of WISDOMTREE TR shareholders