OPTIMUM INVESTMENT ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 221 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

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 Q3 2019
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