WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 51 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,909 | +12.5% | 1,388 | +15.4% | 0.00% | – |
| Q2 2023 | $69,282 | -1.0% | 1,203 | +0.5% | 0.00% | – |
| Q1 2023 | $69,969 | -7.0% | 1,197 | -10.5% | 0.00% | – |
| Q4 2022 | $75,219 | +63.5% | 1,337 | +38.8% | 0.00% | – |
| Q3 2022 | $46,000 | -13.2% | 963 | +0.2% | 0.00% | – |
| Q2 2022 | $53,000 | -11.7% | 961 | +0.5% | 0.00% | – |
| Q1 2022 | $60,000 | -6.2% | 956 | 0.0% | 0.00% | – |
| Q4 2021 | $64,000 | -40.2% | 956 | -40.4% | 0.00% | – |
| Q3 2021 | $107,000 | +24.4% | 1,604 | +26.3% | 0.00% | – |
| Q2 2021 | $86,000 | +30.3% | 1,270 | +30.1% | 0.00% | – |
| Q1 2021 | $66,000 | -50.0% | 976 | -53.3% | 0.00% | – |
| Q4 2020 | $132,000 | +32.0% | 2,091 | +17.7% | 0.00% | – |
| Q3 2020 | $100,000 | +8.7% | 1,776 | +4.2% | 0.00% | – |
| Q2 2020 | $92,000 | -33.8% | 1,705 | -42.5% | 0.00% | -100.0% |
| Q1 2020 | $139,000 | – | 2,967 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tacita Capital Inc | 47,425 | $3,187,000 | 1.82% |
| GHP Investment Advisors, Inc. | 197,065 | $13,245,000 | 0.94% |
| SMITH, MOORE & CO. | 68,118 | $4,578,000 | 0.64% |
| Intercontinental Wealth Advisors, LLC | 12,719 | $855,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 6,790 | $456,000 | 0.07% |
| HOWLAND CAPITAL MANAGEMENT LLC | 21,816 | $1,466,000 | 0.07% |
| One Capital Management, LLC | 13,777 | $925,000 | 0.07% |
| Washington Trust Advisors, Inc. | 13,871 | $932,000 | 0.06% |
| Asset Dedication, LLC | 5,908 | $397,000 | 0.05% |
| SOA Wealth Advisors, LLC. | 2,799 | $188,000 | 0.05% |