WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 40 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $172 | -7.5% | 3 | -94.8% | 0.00% | -100.0% |
| Q1 2023 | $186 | -99.9% | 58 | +23.4% | 0.01% | +20.0% |
| Q3 2022 | $151,000 | -14.2% | 47 | -14.5% | 0.01% | 0.0% |
| Q2 2022 | $176,000 | -14.1% | 55 | -14.1% | 0.01% | -16.7% |
| Q1 2022 | $205,000 | -4.2% | 64 | -4.5% | 0.01% | +20.0% |
| Q4 2021 | $214,000 | +219.4% | 67 | +2133.3% | 0.01% | -84.4% |
| Q3 2021 | $67,000 | -1.5% | 3 | 0.0% | 0.03% | +33.3% |
| Q2 2021 | $68,000 | -67.0% | 3 | 0.0% | 0.02% | +500.0% |
| Q1 2021 | $206,000 | +20500.0% | 3 | -80.0% | 0.00% | +300.0% |
| Q4 2020 | $1,000 | -100.0% | 15 | -74.6% | 0.00% | -88.9% |
| Q1 2020 | $2,761,000 | – | 59 | – | 0.01% | – |
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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% |