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 2022 | $10,000 | -84.6% | 208 | -78.9% | 0.00% | -94.1% |
| Q4 2019 | $65,000 | -1.5% | 985 | -10.5% | 0.02% | 0.0% |
| Q3 2019 | $66,000 | -12.0% | 1,100 | -8.6% | 0.02% | -15.0% |
| Q2 2019 | $75,000 | -42.7% | 1,203 | -42.8% | 0.02% | -47.4% |
| Q1 2019 | $131,000 | +10.1% | 2,104 | +0.3% | 0.04% | -7.3% |
| Q4 2018 | $119,000 | -55.9% | 2,097 | -49.0% | 0.04% | -52.9% |
| Q3 2018 | $270,000 | -14.0% | 4,115 | -14.5% | 0.09% | -18.7% |
| Q2 2018 | $314,000 | -13.0% | 4,813 | -8.4% | 0.11% | -21.3% |
| Q1 2018 | $361,000 | -4.0% | 5,254 | -11.0% | 0.14% | -17.1% |
| Q2 2017 | $376,000 | – | 5,901 | – | 0.16% | – |
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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% |