Wealthstreet Investment Advisors, LLC - WISDOMTREE TR ownership

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
Wealthstreet Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$232,000
+5.9%
3,4500.0%0.02%
+4.5%
Q4 2020$219,000
-32.6%
3,450
-50.3%
0.02%
-54.2%
Q1 2020$325,000
-29.8%
6,940
-1.4%
0.05%
-11.1%
Q4 2019$463,000
+8.7%
7,040
+4.5%
0.05%0.0%
Q3 2019$426,0006,7400.05%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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