Tacita Capital Inc - 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
Tacita Capital Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$340.0%5900.0%0.02%
-3.8%
Q1 2023$34
+78.9%
590
+76.1%
0.03%
+85.7%
Q4 2022$19
-100.0%
335
-99.1%
0.01%
-99.0%
Q3 2022$1,861,000
-13.6%
39,300
+0.9%
1.44%
-3.2%
Q2 2022$2,155,000
-29.9%
38,955
-18.6%
1.49%
-16.3%
Q1 2022$3,074,000
-3.5%
47,870
+0.9%
1.78%
-2.0%
Q4 2021$3,187,000
-0.4%
47,425
-0.8%
1.82%
-7.4%
Q3 2021$3,200,000
+1.3%
47,820
+2.7%
1.96%
+3.0%
Q2 2021$3,159,000
+3.6%
46,570
+2.5%
1.90%
-3.8%
Q1 2021$3,050,000
+20.3%
45,455
+14.0%
1.98%
+18.5%
Q4 2020$2,536,00039,8801.67%
Other shareholders
WISDOMTREE TR shareholders Q1 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