ROOSEVELT INVESTMENT GROUP LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 330 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 1.17 and the average weighting 1.0%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2014$51,289,775,000
+77055.3%
1,083,434
-17.1%
2.37%
-20.9%
Q4 2013$66,476,000
+22.3%
1,307,558
+15.3%
3.00%
+24.3%
Q3 2013$54,375,000
-27.0%
1,134,474
-30.5%
2.42%
-27.8%
Q2 2013$74,442,0001,632,1383.34%
Other shareholders
WISDOMTREE TR shareholders Q4 2013
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders