Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 51 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$366,435
+10.2%
6,526
+13.0%
0.02%
+11.8%
Q2 2023$332,640
+6.6%
5,776
+8.2%
0.02%
-10.5%
Q1 2023$312,176
+26.8%
5,340
+20.4%
0.02%
+26.7%
Q4 2022$246,109
+101.7%
4,436
+71.9%
0.02%
+87.5%
Q3 2022$122,000
+43.5%
2,581
+66.9%
0.01%
+100.0%
Q2 2022$85,000
+37.1%
1,546
+60.0%
0.00%
+33.3%
Q1 2022$62,000
-3.1%
966
+0.1%
0.00%
+50.0%
Q4 2021$64,0000.0%965
+0.2%
0.00%0.0%
Q3 2021$64,000
-1.5%
963
+0.4%
0.00%
-33.3%
Q2 2021$65,0000.0%959
+0.5%
0.00%
+50.0%
Q1 2021$65,000
-23.5%
954
-24.2%
0.00%
-33.3%
Q4 2020$85,000
+25.0%
1,259
+1.5%
0.00%
-25.0%
Q3 2020$68,000
-15.0%
1,240
-18.4%
0.00%0.0%
Q2 2020$80,000
+14.3%
1,5200.0%0.00%
-20.0%
Q1 2020$70,000
-33.3%
1,520
-4.7%
0.01%
-16.7%
Q4 2019$105,000
+9.4%
1,5950.0%0.01%0.0%
Q3 2019$96,000
-33.8%
1,595
-32.0%
0.01%
-33.3%
Q2 2019$145,0000.0%2,3450.0%0.01%
-10.0%
Q1 2019$145,000
+9.0%
2,345
-0.3%
0.01%0.0%
Q4 2018$133,000
-24.4%
2,352
-12.7%
0.01%
-16.7%
Q3 2018$176,000
+55.8%
2,695
+54.9%
0.01%
+33.3%
Q2 2018$113,000
-33.9%
1,740
-30.3%
0.01%
-40.0%
Q1 2018$171,000
-7.6%
2,495
-7.4%
0.02%
-11.8%
Q4 2017$185,000
+12.1%
2,695
+8.0%
0.02%
+6.2%
Q3 2017$165,000
+13.0%
2,495
+8.7%
0.02%
+6.7%
Q2 2017$146,000
+124.6%
2,295
+110.6%
0.02%
+114.3%
Q1 2017$65,000
+103.1%
1,090
+84.7%
0.01%
+75.0%
Q4 2016$32,000
-3.0%
5900.0%0.00%0.0%
Q3 2016$33,000
+6.5%
5900.0%0.00%0.0%
Q2 2016$31,0005900.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
SMITH, MOORE & CO. 59,143$3,320,8790.44%
GHP Investment Advisors, Inc. 57,729$3,178,8120.19%
FLOW TRADERS U.S. LLC 42,844$2,4060.11%
HOWLAND CAPITAL MANAGEMENT LLC 11,570$649,6560.04%
One Capital Management, LLC 14,097$791,5460.04%
Washington Trust Advisors, Inc. 5,601$314,4970.03%
WealthShield Partners, LLC 2,639$148,1800.02%
Geneos Wealth Management Inc. 6,526$366,4350.02%
Capital Advisors, Ltd. LLC 2,234$1250.02%
Carmichael Hill & Associates, Inc. 535$30,0530.01%
View complete list of WISDOMTREE TR shareholders