FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 368 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 0.79 and the average weighting 1.8%.

Quarter-by-quarter ownership
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$9,596,000
+387.4%
165,585
+398.9%
2.72%
+650.7%
Q4 2017$1,969,000
+8.5%
33,1900.0%0.36%
+4.6%
Q3 2017$1,815,000
+48.9%
33,190
+41.6%
0.35%
+36.1%
Q2 2017$1,219,000
+42.1%
23,440
+38.4%
0.26%
+35.6%
Q1 2017$858,000
-77.3%
16,940
-80.4%
0.19%
-79.9%
Q1 2016$3,775,000
-22.3%
86,376
-10.9%
0.94%
-19.0%
Q4 2015$4,857,000
-1.6%
96,986
-4.4%
1.16%
-6.8%
Q3 2015$4,937,000
-13.8%
101,451
+1.3%
1.24%
-11.7%
Q2 2015$5,729,000
+7.9%
100,162
+4.0%
1.40%
+5.3%
Q1 2015$5,311,000
+222.5%
96,354
+188.0%
1.33%
+198.2%
Q4 2014$1,647,000
-10.1%
33,458
-4.4%
0.45%
-15.2%
Q3 2014$1,832,00035,0080.53%
Other shareholders
WISDOMTREE TR shareholders Q1 2015
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