BOURGEON CAPITAL MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 170 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$129,463
+6.0%
1,4670.0%0.03%
+7.1%
Q2 2023$122,128
+17.7%
1,4670.0%0.03%
+12.0%
Q1 2023$103,747
+10.0%
1,4670.0%0.02%
+8.7%
Q4 2022$94,313
+4.8%
1,4670.0%0.02%
-8.0%
Q3 2022$90,000
-2.2%
1,4670.0%0.02%
+4.2%
Q2 2022$92,000
-2.1%
1,4670.0%0.02%
+14.3%
Q1 2022$94,000
+2.2%
1,4670.0%0.02%
+10.5%
Q4 2021$92,000
-1.1%
1,4670.0%0.02%
-5.0%
Q3 2021$93,000
+3.3%
1,4670.0%0.02%
+5.3%
Q2 2021$90,0000.0%1,4670.0%0.02%
-5.0%
Q1 2021$90,000
+12.5%
1,4670.0%0.02%0.0%
Q4 2020$80,000
+11.1%
1,4670.0%0.02%
-9.1%
Q3 2020$72,000
+4.3%
1,4670.0%0.02%
-12.0%
Q2 2020$69,000
+11.3%
1,4670.0%0.02%
-21.9%
Q1 2020$62,000
-21.5%
1,4670.0%0.03%
-13.5%
Q4 2019$79,000
+6.8%
1,4670.0%0.04%
-7.5%
Q3 2019$74,0001,4670.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kemnay Advisory Services Inc. 657,538$40,123,0004.75%
Marketfield Asset Management LLC 102,861$6,277,0004.64%
Permanens Capital L.P. 359,128$21,914,0003.94%
Edmonds Duncan Registered Investment Advisors, LLC 121,466$7,412,0002.31%
Windsor Creek Advisors, LLC 134,781$8,224,0002.13%
Private Portfolio Partners LLC 60,299$3,679,4831.07%
Ayalon Insurance Comp Ltd. 47,853$2,931,0000.98%
GFS Advisors, LLC 33,050$1,957,0000.44%
CONDOR CAPITAL MANAGEMENT 62,473$3,812,0000.42%
Addison Advisors LLC 7,801$476,0000.38%
View complete list of WISDOMTREE TR shareholders