WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 46 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,789 | +45.5% | 15,169 | +49.2% | 0.00% | +50.0% |
| Q2 2023 | $585,457 | +98628.0% | 10,165 | +0.2% | 0.00% | -33.3% |
| Q1 2023 | $593 | +5.5% | 10,149 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $562 | -99.9% | 10,144 | +0.1% | 0.00% | +50.0% |
| Q3 2022 | $480,000 | +0.6% | 10,138 | +17.4% | 0.00% | -33.3% |
| Q2 2022 | $477,000 | -13.7% | 8,634 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $553,000 | -4.5% | 8,620 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $579,000 | +0.5% | 8,619 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $576,000 | +4.9% | 8,616 | +6.3% | 0.00% | 0.0% |
| Q2 2021 | $549,000 | +7.9% | 8,108 | +6.7% | 0.00% | 0.0% |
| Q1 2021 | $509,000 | +5.4% | 7,598 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $483,000 | +13.9% | 7,598 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $424,000 | +4.4% | 7,594 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $406,000 | +6.0% | 7,589 | -7.3% | 0.00% | -20.0% |
| Q1 2020 | $383,000 | – | 8,183 | – | 0.01% | – |
Download | ||||||
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% |