WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 40 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,497 | -2.5% | 5,601 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $322,562 | -42.6% | 5,601 | -41.7% | 0.03% | -45.6% |
| Q1 2023 | $561,919 | +5.4% | 9,612 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $533,229 | -19.9% | 9,612 | -31.7% | 0.06% | -6.5% |
| Q3 2022 | $666,000 | -9.3% | 14,073 | +6.0% | 0.06% | -4.6% |
| Q2 2022 | $734,000 | -17.6% | 13,271 | -4.3% | 0.06% | +3.2% |
| Q1 2022 | $891,000 | -4.4% | 13,871 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $932,000 | – | 13,871 | – | 0.06% | – |
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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% |