WELCH & FORBES LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 289 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$7,001,000
+7.2%
113,501
+8.5%
0.14%
+14.2%
Q2 2022$6,532,000
+4.3%
104,622
+7.0%
0.12%
+21.2%
Q1 2022$6,261,000
+13.0%
97,802
+10.4%
0.10%
+19.3%
Q4 2021$5,539,000
+5.8%
88,567
+6.9%
0.08%
-4.6%
Q3 2021$5,235,000
+9.0%
82,880
+5.3%
0.09%
+7.4%
Q2 2021$4,804,000
+8.4%
78,728
+9.0%
0.08%
-1.2%
Q1 2021$4,430,000
+23.1%
72,232
+9.2%
0.08%
+17.1%
Q4 2020$3,600,000
+11.1%
66,149
+0.1%
0.07%0.0%
Q3 2020$3,240,000
+8.5%
66,108
+4.1%
0.07%0.0%
Q2 2020$2,987,000
+11.5%
63,527
-0.1%
0.07%
-6.7%
Q1 2020$2,679,000
-21.5%
63,567
+0.1%
0.08%
-1.3%
Q4 2019$3,414,000
-0.1%
63,473
-6.3%
0.08%
-7.3%
Q3 2019$3,417,000
-3.6%
67,716
-7.0%
0.08%
-4.7%
Q2 2019$3,546,000
-8.1%
72,807
-4.5%
0.09%
-11.3%
Q1 2019$3,859,000
+11.7%
76,237
+2.4%
0.10%0.0%
Q4 2018$3,454,000
-27.6%
74,455
-9.6%
0.10%
-14.9%
Q3 2018$4,772,000
+7.4%
82,350
+0.0%
0.11%
-0.9%
Q2 2018$4,444,000
-4.2%
82,325
-0.6%
0.12%
-4.2%
Q1 2018$4,638,000
-5.4%
82,813
+0.2%
0.12%
-8.4%
Q4 2017$4,904,000
+11.2%
82,663
+2.5%
0.13%
+12.9%
Q3 2017$4,411,000
+8.9%
80,643
+3.5%
0.12%
+2.7%
Q2 2017$4,052,000
+8.4%
77,918
+5.6%
0.11%
+5.6%
Q1 2017$3,737,000
+16.4%
73,803
+13.9%
0.11%
+11.5%
Q4 2016$3,210,000
+33.1%
64,810
+15.3%
0.10%
+15.7%
Q3 2016$2,412,000
+10.1%
56,205
-0.5%
0.08%
+23.9%
Q2 2016$2,191,000
+0.2%
56,505
+13.0%
0.07%
-1.5%
Q1 2016$2,186,000
-2.0%
50,000
+12.2%
0.07%
-5.6%
Q4 2015$2,231,000
+42.6%
44,555
+38.6%
0.07%
+38.5%
Q3 2015$1,564,00032,1400.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
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