WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 43 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 652,248 | $30,564,000 | 2.68% |
| GHP Investment Advisors, Inc. | 223,441 | $10,470,000 | 1.57% |
| SMITH, MOORE & CO. | 67,097 | $3,144,000 | 0.83% |
| Optas, LLC | 16,860 | $790,000 | 0.39% |
| Intercontinental Wealth Advisors, LLC | 15,223 | $713,000 | 0.38% |
| One Capital Management, LLC | 28,258 | $1,324,000 | 0.22% |
| SignalPoint Asset Management, LLC | 6,831 | $320,000 | 0.17% |
| Starfire Investment Advisers, Inc. | 5,915 | $277,000 | 0.15% |
| Capital Advisors, Ltd. LLC | 9,919 | $465,000 | 0.15% |
| Joseph P. Lucia & Associates, LLC | 1,913 | $90,000 | 0.10% |