WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 51 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $49,404 | -20.0% | 880 | -17.9% | 0.01% | -14.3% |
Q2 2023 | $61,744 | -44.5% | 1,072 | -43.7% | 0.01% | -48.1% |
Q1 2023 | $111,224 | +6.0% | 1,903 | +0.6% | 0.03% | -3.6% |
Q4 2022 | $104,937 | +16.6% | 1,892 | -0.5% | 0.03% | +3.7% |
Q3 2022 | $90,000 | -13.5% | 1,902 | +0.5% | 0.03% | -12.9% |
Q2 2022 | $104,000 | -42.2% | 1,893 | -32.7% | 0.03% | -29.5% |
Q1 2022 | $180,000 | -4.3% | 2,811 | +0.4% | 0.04% | -4.3% |
Q4 2021 | $188,000 | +15.3% | 2,799 | +14.4% | 0.05% | +9.5% |
Q3 2021 | $163,000 | +4.5% | 2,447 | +6.3% | 0.04% | +5.0% |
Q2 2021 | $156,000 | +38.1% | 2,302 | +36.4% | 0.04% | +25.0% |
Q1 2021 | $113,000 | +0.9% | 1,688 | -1.1% | 0.03% | +6.7% |
Q4 2020 | $112,000 | – | 1,706 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOWLAND CAPITAL MANAGEMENT LLC | 652,248 | $30,564,000 | 2.68% |
GHP Investment Advisors, Inc. | 223,441 | $10,470,000 | 1.57% |
SMITH, MOORE & CO. | 67,097 | $3,144,000 | 0.83% |
Optas, LLC | 16,860 | $790,000 | 0.39% |
Intercontinental Wealth Advisors, LLC | 15,223 | $713,000 | 0.38% |
One Capital Management, LLC | 28,258 | $1,324,000 | 0.22% |
SignalPoint Asset Management, LLC | 6,831 | $320,000 | 0.17% |
Starfire Investment Advisers, Inc. | 5,915 | $277,000 | 0.15% |
Capital Advisors, Ltd. LLC | 9,919 | $465,000 | 0.15% |
Joseph P. Lucia & Associates, LLC | 1,913 | $90,000 | 0.10% |