WELLS FARGO & COMPANY/MN - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WELLS FARGO & COMPANY/MN ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,488,012
+4.6%
26,501
+7.3%
0.00%
Q2 2023$1,422,404
-7.7%
24,699
-6.3%
0.00%
Q1 2023$1,540,630
+4.1%
26,353
-1.3%
0.00%
Q4 2022$1,480,636
-33.1%
26,690
-42.9%
0.00%
-100.0%
Q3 2022$2,212,000
-24.8%
46,715
-12.2%
0.00%0.0%
Q2 2022$2,943,000
+8.2%
53,190
+25.6%
0.00%0.0%
Q1 2022$2,719,000
-9.7%
42,335
-5.5%
0.00%0.0%
Q4 2021$3,012,000
+3.4%
44,819
+2.9%
0.00%0.0%
Q3 2021$2,913,000
-0.7%
43,545
+0.6%
0.00%0.0%
Q2 2021$2,935,000
+3.4%
43,273
+2.3%
0.00%0.0%
Q1 2021$2,838,000
+14.0%
42,298
+8.0%
0.00%0.0%
Q4 2020$2,490,000
+16.8%
39,151
+2.7%
0.00%0.0%
Q3 2020$2,132,000
+7.9%
38,113
+3.3%
0.00%0.0%
Q2 2020$1,975,000
+4.2%
36,884
-8.8%
0.00%0.0%
Q1 2020$1,895,000
-12.2%
40,432
+23.1%
0.00%0.0%
Q4 2019$2,159,000
+8.5%
32,853
-0.4%
0.00%0.0%
Q3 2019$1,990,000
-11.8%
32,992
-9.4%
0.00%0.0%
Q2 2019$2,256,000
-34.6%
36,429
-34.4%
0.00%0.0%
Q1 2019$3,448,000
+11.9%
55,520
+2.2%
0.00%0.0%
Q4 2018$3,082,000
-14.1%
54,307
-0.7%
0.00%0.0%
Q3 2018$3,586,000
-65.5%
54,701
-65.7%
0.00%
-66.7%
Q2 2018$10,407,000
+1.5%
159,455
+6.9%
0.00%0.0%
Q1 2018$10,254,000
+23.1%
149,146
+23.5%
0.00%
+50.0%
Q4 2017$8,327,000
+11.8%
120,719
+7.5%
0.00%0.0%
Q3 2017$7,448,000
+5.8%
112,294
+1.7%
0.00%0.0%
Q2 2017$7,039,000
+57.6%
110,409
+48.8%
0.00%
+100.0%
Q1 2017$4,465,000
+67.2%
74,202
+53.9%
0.00%0.0%
Q4 2016$2,670,000
+24.4%
48,227
+25.9%
0.00%0.0%
Q3 2016$2,147,000
+31.7%
38,293
+23.1%
0.00%0.0%
Q2 2016$1,630,000
+3.7%
31,095
+10.4%
0.00%0.0%
Q1 2016$1,572,000
-8.7%
28,176
-9.2%
0.00%0.0%
Q4 2015$1,722,000
+34.8%
31,029
+29.2%
0.00%0.0%
Q3 2015$1,277,000
-5.4%
24,021
+5.2%
0.00%0.0%
Q2 2015$1,350,000
-48.9%
22,839
-49.0%
0.00%0.0%
Q1 2015$2,642,000
+105.6%
44,824
+93.9%
0.00%0.0%
Q4 2014$1,285,000
-17.4%
23,118
-16.0%
0.00%0.0%
Q3 2014$1,555,000
-5.8%
27,510
+2.8%
0.00%0.0%
Q2 2014$1,651,000
+5.2%
26,748
+2.7%
0.00%0.0%
Q1 2014$1,569,000
-6.5%
26,041
-8.2%
0.00%0.0%
Q4 2013$1,678,000
-3.0%
28,378
-8.0%
0.00%0.0%
Q3 2013$1,730,000
-3.7%
30,838
-13.7%
0.00%0.0%
Q2 2013$1,796,00035,7170.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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