BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 51 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$266,749
-53.0%
4,535
-52.1%
0.00%
Q2 2023$567,597
+18819.9%
9,471
+17769.8%
0.00%
Q3 2022$3,000
-87.5%
53
-84.4%
0.00%
Q2 2021$24,000
+140.0%
340
+58.1%
0.00%
Q1 2020$10,000
+42.9%
215
+92.0%
0.00%
Q4 2019$7,000
+250.0%
112
+261.3%
0.00%
Q3 2018$2,000
-87.5%
31
-87.2%
0.00%
Q2 2018$16,0002430.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Tacita Capital Inc 47,425$3,187,0001.82%
GHP Investment Advisors, Inc. 197,065$13,245,0000.94%
SMITH, MOORE & CO. 68,118$4,578,0000.64%
Intercontinental Wealth Advisors, LLC 12,719$855,0000.18%
Capital Advisors, Ltd. LLC 6,790$456,0000.07%
HOWLAND CAPITAL MANAGEMENT LLC 21,816$1,466,0000.07%
One Capital Management, LLC 13,777$925,0000.07%
Washington Trust Advisors, Inc. 13,871$932,0000.06%
Asset Dedication, LLC 5,908$397,0000.05%
SOA Wealth Advisors, LLC. 2,799$188,0000.05%
View complete list of WISDOMTREE TR shareholders