Founders Financial Alliance, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 48 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,628
-2.5%
290.0%0.00%0.0%
Q2 2023$1,670
-1.5%
290.0%0.00%0.0%
Q1 2023$1,695
-28.9%
29
-32.6%
0.00%0.0%
Q4 2022$2,385
+19.2%
430.0%0.00%0.0%
Q3 2022$2,0000.0%430.0%0.00%0.0%
Q2 2022$2,000
-33.3%
430.0%0.00%0.0%
Q1 2022$3,0000.0%430.0%0.00%0.0%
Q4 2021$3,0000.0%430.0%0.00%0.0%
Q3 2021$3,000
+50.0%
430.0%0.00%0.0%
Q2 2021$2,000
-33.3%
43
-6.5%
0.00%0.0%
Q1 2021$3,000
-50.0%
46
-54.0%
0.00%
-66.7%
Q4 2020$6,0000.0%1000.0%0.00%
-25.0%
Q3 2020$6,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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