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 | $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 ↓ |
|---|---|---|---|
| SMITH, MOORE & CO. | 59,143 | $3,320,879 | 0.44% |
| GHP Investment Advisors, Inc. | 57,729 | $3,178,812 | 0.19% |
| FLOW TRADERS U.S. LLC | 42,844 | $2,406 | 0.11% |
| HOWLAND CAPITAL MANAGEMENT LLC | 11,570 | $649,656 | 0.04% |
| One Capital Management, LLC | 14,097 | $791,546 | 0.04% |
| Washington Trust Advisors, Inc. | 5,601 | $314,497 | 0.03% |
| WealthShield Partners, LLC | 2,639 | $148,180 | 0.02% |
| Geneos Wealth Management Inc. | 6,526 | $366,435 | 0.02% |
| Capital Advisors, Ltd. LLC | 2,234 | $125 | 0.02% |
| Carmichael Hill & Associates, Inc. | 535 | $30,053 | 0.01% |