WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 46 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| 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% |