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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,765 | +6.0% | 20,000 | 0.0% | 0.14% | +8.2% |
| Q2 2023 | $1,665 | +17.8% | 20,000 | 0.0% | 0.13% | +11.7% |
| Q1 2023 | $1,414 | +10.0% | 20,000 | 0.0% | 0.12% | +6.2% |
| Q4 2022 | $1,285 | -99.9% | 20,000 | 0.0% | 0.11% | +1.8% |
| Q3 2022 | $1,233,000 | -1.2% | 20,000 | 0.0% | 0.11% | +5.7% |
| Q2 2022 | $1,248,000 | -2.5% | 20,000 | 0.0% | 0.10% | +16.7% |
| Q1 2022 | $1,280,000 | +2.4% | 20,000 | 0.0% | 0.09% | +2.3% |
| Q4 2021 | $1,250,000 | -1.0% | 20,000 | 0.0% | 0.09% | -10.2% |
| Q3 2021 | $1,263,000 | +3.5% | 20,000 | 0.0% | 0.10% | +3.2% |
| Q2 2021 | $1,220,000 | -0.5% | 20,000 | 0.0% | 0.10% | -7.8% |
| Q1 2021 | $1,226,000 | +12.7% | 20,000 | 0.0% | 0.10% | +6.2% |
| Q4 2020 | $1,088,000 | +11.0% | 20,000 | 0.0% | 0.10% | -1.0% |
| Q3 2020 | $980,000 | +4.3% | 20,000 | 0.0% | 0.10% | -4.9% |
| Q2 2020 | $940,000 | +11.5% | 20,000 | 0.0% | 0.10% | -8.8% |
| Q1 2020 | $843,000 | -21.7% | 20,000 | 0.0% | 0.11% | +0.9% |
| Q4 2019 | $1,076,000 | +6.6% | 20,000 | 0.0% | 0.11% | 0.0% |
| Q3 2019 | $1,009,000 | +3.6% | 20,000 | 0.0% | 0.11% | +4.7% |
| Q2 2019 | $974,000 | -3.8% | 20,000 | 0.0% | 0.11% | -5.3% |
| Q1 2019 | $1,012,000 | +9.1% | 20,000 | 0.0% | 0.11% | -4.2% |
| Q4 2018 | $928,000 | -19.9% | 20,000 | 0.0% | 0.12% | -9.2% |
| Q3 2018 | $1,159,000 | +7.3% | 20,000 | 0.0% | 0.13% | 0.0% |
| Q2 2018 | $1,080,000 | -3.6% | 20,000 | 0.0% | 0.13% | -7.8% |
| Q1 2018 | $1,120,000 | -5.6% | 20,000 | 0.0% | 0.14% | -4.1% |
| Q4 2017 | $1,187,000 | +8.5% | 20,000 | 0.0% | 0.15% | +5.0% |
| Q3 2017 | $1,094,000 | +5.2% | 20,000 | 0.0% | 0.14% | +1.4% |
| Q2 2017 | $1,040,000 | +2.8% | 20,000 | 0.0% | 0.14% | 0.0% |
| Q1 2017 | $1,012,000 | +2.1% | 20,000 | 0.0% | 0.14% | -3.5% |
| Q4 2016 | $991,000 | +15.5% | 20,000 | 0.0% | 0.14% | +10.9% |
| Q3 2016 | $858,000 | +10.6% | 20,000 | 0.0% | 0.13% | +7.5% |
| Q2 2016 | $776,000 | -11.2% | 20,000 | 0.0% | 0.12% | -15.5% |
| Q1 2016 | $874,000 | -12.8% | 20,000 | 0.0% | 0.14% | -15.5% |
| Q4 2015 | $1,002,000 | +3.0% | 20,000 | 0.0% | 0.17% | 0.0% |
| Q3 2015 | $973,000 | -14.9% | 20,000 | 0.0% | 0.17% | +0.6% |
| Q2 2015 | $1,144,000 | +3.8% | 20,000 | 0.0% | 0.17% | +6.4% |
| Q1 2015 | $1,102,000 | +11.9% | 20,000 | 0.0% | 0.16% | +9.8% |
| Q4 2014 | $985,000 | -5.8% | 20,000 | 0.0% | 0.14% | -10.6% |
| Q3 2014 | $1,046,000 | +6.0% | 20,000 | 0.0% | 0.16% | +16.8% |
| Q2 2014 | $987,000 | +4.2% | 20,000 | 0.0% | 0.14% | -3.5% |
| Q1 2014 | $947,000 | -6.9% | 20,000 | 0.0% | 0.14% | -16.5% |
| Q4 2013 | $1,017,000 | +6.0% | 20,000 | 0.0% | 0.17% | +1.2% |
| Q3 2013 | $959,000 | +5.2% | 20,000 | 0.0% | 0.17% | +20.9% |
| Q2 2013 | $912,000 | – | 20,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 523,000 | $25,815,000 | 29.85% |
| Investure, LLC | 2,102,603 | $103,784,000 | 20.46% |
| Permanens Capital L.P. | 249,701 | $12,325,000 | 13.95% |
| Spruce Investment Advisors LLC | 919,026 | $45,363,000 | 13.79% |
| Main Management LLC | 1,039,757 | $51,322,000 | 11.26% |
| JABODON PT CO | 106,152 | $5,240,000 | 9.41% |
| Constellation Wealth Advisors, LLC | 1,674,622 | $82,659,000 | 9.28% |
| TIEDEMANN TRUST CO | 1,820,563 | $89,858,000 | 8.67% |
| Pictet North America Advisors SA | 537,983 | $26,555,000 | 6.84% |
| XPONANCE, INC. | 278,283 | $13,735,000 | 5.85% |