SOA Wealth Advisors, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 51 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$112,0001,7060.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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