OPTIMUM INVESTMENT ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 305 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$13,0000.0%2500.0%0.00%0.0%
Q3 2019$13,000
+8.3%
2500.0%0.00%0.0%
Q2 2019$12,000
-7.7%
2500.0%0.00%0.0%
Q1 2019$13,000
+8.3%
2500.0%0.00%0.0%
Q4 2018$12,000
-14.3%
2500.0%0.00%0.0%
Q3 2018$14,000
+7.7%
2500.0%0.00%0.0%
Q2 2018$13,000
-7.1%
2500.0%0.00%0.0%
Q1 2018$14,000
-96.5%
250
-97.3%
0.00%
-97.5%
Q1 2016$402,000
-12.8%
9,2000.0%0.16%
-11.2%
Q4 2015$461,000
+38.4%
9,200
+34.3%
0.18%
+31.9%
Q3 2015$333,000
-4.3%
6,850
+8.6%
0.14%
+22.7%
Q1 2015$348,000
+117.5%
6,305
+94.6%
0.11%
+115.7%
Q4 2014$160,000
-5.9%
3,2400.0%0.05%
-8.9%
Q3 2014$170,000
+6.2%
3,2400.0%0.06%
+7.7%
Q2 2014$160,000
+3.9%
3,240
-0.3%
0.05%
-10.3%
Q1 2014$154,000
+17.6%
3,251
+26.2%
0.06%
+18.4%
Q4 2013$131,000
+72.4%
2,576
+63.5%
0.05%
+58.1%
Q3 2013$76,0001,5760.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2014
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders