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
| 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 | 379,515 | $21,228,000 | 1.40% |
| GHP Investment Advisors, Inc. | 179,263 | $10,027,000 | 1.13% |
| SMITH, MOORE & CO. | 63,220 | $3,536,000 | 0.74% |
| Intercontinental Wealth Advisors, LLC | 16,719 | $935,000 | 0.27% |
| SignalPoint Asset Management, LLC | 6,784 | $379,000 | 0.16% |
| Capital Advisors, Ltd. LLC | 9,301 | $520,000 | 0.13% |
| Platform Technology Partners | 3,765 | $211,000 | 0.13% |
| One Capital Management, LLC | 12,315 | $689,000 | 0.09% |
| Well Done, LLC | 4,216 | $236,000 | 0.07% |
| Kestra Advisory Services, LLC | 56,102 | $3,130,000,000 | 0.06% |