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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,628 | -2.5% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,670 | -1.5% | 29 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,695 | -28.9% | 29 | -32.6% | 0.00% | 0.0% |
| Q4 2022 | $2,385 | +19.2% | 43 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -33.3% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | +50.0% | 43 | 0.0% | 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 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $6,000 | – | 100 | – | 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% |