WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,566 | +5.4% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,384 | +12.8% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -85.7% | 61 | -86.2% | 0.00% | -87.5% |
| Q4 2020 | $28,000 | +16.7% | 443 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | – | 443 | – | 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% |