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 | $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 | $64,000 | 0.0% | 965 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $64,000 | -1.5% | 963 | +0.4% | 0.00% | -33.3% |
| Q2 2021 | $65,000 | 0.0% | 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% | 1,520 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $70,000 | -33.3% | 1,520 | -4.7% | 0.01% | -16.7% |
| Q4 2019 | $105,000 | +9.4% | 1,595 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $96,000 | -33.8% | 1,595 | -32.0% | 0.01% | -33.3% |
| Q2 2019 | $145,000 | 0.0% | 2,345 | 0.0% | 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% | 590 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $33,000 | +6.5% | 590 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $31,000 | – | 590 | – | 0.00% | – |
Download | ||||||
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% |