BALDWIN BROTHERS LLC/MA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$149,830
-0.3%
1,7030.0%0.01%
-7.7%
Q3 2023$150,290
+6.0%
1,7030.0%0.01%
+8.3%
Q2 2023$141,775
+17.7%
1,7030.0%0.01%
+20.0%
Q1 2023$120,436
+10.0%
1,7030.0%0.01%0.0%
Q4 2022$109,486
+4.3%
1,7030.0%0.01%
-33.3%
Q3 2022$105,000
-3.7%
1,703
-2.0%
0.02%
+7.1%
Q2 2022$109,000
-1.8%
1,7380.0%0.01%
+16.7%
Q1 2022$111,000
+3.7%
1,738
+2.1%
0.01%
+9.1%
Q4 2021$107,000
-0.9%
1,7030.0%0.01%
-8.3%
Q3 2021$108,000
+3.8%
1,7030.0%0.01%
+9.1%
Q2 2021$104,000
-50.2%
1,703
-50.0%
0.01%
-56.0%
Q1 2021$209,000
+13.0%
3,4060.0%0.02%
+8.7%
Q4 2020$185,000
+10.8%
3,4060.0%0.02%0.0%
Q3 2020$167,000
+4.4%
3,4060.0%0.02%0.0%
Q2 2020$160,000
+11.1%
3,4060.0%0.02%
-8.0%
Q1 2020$144,000
-21.3%
3,4060.0%0.02%
-3.8%
Q4 2019$183,000
+6.4%
3,4060.0%0.03%0.0%
Q3 2019$172,000
-48.2%
3,406
-50.0%
0.03%
-46.9%
Q2 2019$332,000
-3.8%
6,8110.0%0.05%
-3.9%
Q1 2019$345,000
+9.2%
6,8110.0%0.05%
-3.8%
Q4 2018$316,000
-20.0%
6,8110.0%0.05%
-3.6%
Q3 2018$395,000
+7.3%
6,8110.0%0.06%
-3.5%
Q2 2018$368,000
-3.4%
6,8110.0%0.06%
-8.1%
Q1 2018$381,000
+89.6%
6,811
+100.9%
0.06%
+100.0%
Q4 2017$201,000
+8.6%
3,3900.0%0.03%
+3.3%
Q3 2017$185,000
-2.1%
3,390
-6.5%
0.03%0.0%
Q2 2017$189,000
+1160.0%
3,626
+1112.7%
0.03%
+1400.0%
Q1 2017$15,000
+25.0%
299
+26.7%
0.00%0.0%
Q4 2016$12,000
+20.0%
2360.0%0.00%0.0%
Q3 2016$10,000
+11.1%
2360.0%0.00%0.0%
Q2 2016$9,000
-97.3%
236
-96.9%
0.00%
-96.7%
Q1 2016$336,000
-13.8%
7,697
-1.2%
0.06%
-6.2%
Q4 2015$390,000
-34.2%
7,787
-36.1%
0.06%
-36.0%
Q3 2015$593,000
-14.9%
12,1810.0%0.10%
-2.9%
Q2 2015$697,000
+3.9%
12,1810.0%0.10%
+4.0%
Q1 2015$671,000
+11.8%
12,1810.0%0.10%
+13.8%
Q4 2014$600,000
+11.5%
12,181
+18.5%
0.09%
+14.5%
Q3 2014$538,000
+6.1%
10,2810.0%0.08%
+1.3%
Q2 2014$507,000
+4.1%
10,2810.0%0.08%
-3.8%
Q1 2014$487,000
-95.6%
10,281
-95.3%
0.08%
-95.7%
Q4 2013$11,184,000
+6.2%
219,977
+0.2%
1.80%
-6.6%
Q3 2013$10,527,000
+3.4%
219,627
-1.6%
1.92%
-4.5%
Q2 2013$10,182,000223,2472.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders