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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,743 | -1.5% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,800 | +5.4% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,606 | +20.2% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -25.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -90.2% | 65 | -89.9% | 0.00% | -92.0% |
| Q4 2020 | $41,000 | – | 645 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 379,515 | $21,228,000 | 1.40% |
| GHP Investment Advisors, Inc. | 179,263 | $10,027,000 | 1.13% |
| SMITH, MOORE & CO. | 63,220 | $3,536,000 | 0.74% |
| Intercontinental Wealth Advisors, LLC | 16,719 | $935,000 | 0.27% |
| SignalPoint Asset Management, LLC | 6,784 | $379,000 | 0.16% |
| Capital Advisors, Ltd. LLC | 9,301 | $520,000 | 0.13% |
| Platform Technology Partners | 3,765 | $211,000 | 0.13% |
| One Capital Management, LLC | 12,315 | $689,000 | 0.09% |
| Well Done, LLC | 4,216 | $236,000 | 0.07% |
| Kestra Advisory Services, LLC | 56,102 | $3,130,000,000 | 0.06% |