Joseph P. Lucia & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 45 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$100,000
-18.7%
1,808
-5.5%
0.07%
-5.3%
Q1 2022$123,000
-3.9%
1,9130.0%0.08%
-1.3%
Q3 2021$128,000
-1.5%
1,9130.0%0.08%
-2.6%
Q2 2021$130,000
+1.6%
1,9130.0%0.08%
+36.8%
Q1 2021$128,000
+4.9%
1,9130.0%0.06%
-32.9%
Q4 2020$122,000
+19.6%
1,9130.0%0.08%
-7.6%
Q2 2020$102,000
+13.3%
1,9130.0%0.09%
-8.0%
Q1 2020$90,000
-28.6%
1,9130.0%0.10%
-13.0%
Q4 2019$126,000
+44.8%
1,913
+32.6%
0.12%
+27.8%
Q3 2019$87,000
+16.0%
1,443
+19.5%
0.09%
+13.9%
Q2 2019$75,000
-93.8%
1,208
-98.4%
0.08%
-12.2%
Q1 2019$1,208,00076,6200.09%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Tacita Capital Inc 47,425$3,187,0001.82%
GHP Investment Advisors, Inc. 197,065$13,245,0000.94%
SMITH, MOORE & CO. 68,118$4,578,0000.64%
Intercontinental Wealth Advisors, LLC 12,719$855,0000.18%
Capital Advisors, Ltd. LLC 6,790$456,0000.07%
HOWLAND CAPITAL MANAGEMENT LLC 21,816$1,466,0000.07%
One Capital Management, LLC 13,777$925,0000.07%
Washington Trust Advisors, Inc. 13,871$932,0000.06%
Asset Dedication, LLC 5,908$397,0000.05%
SOA Wealth Advisors, LLC. 2,799$188,0000.05%
View complete list of WISDOMTREE TR shareholders