BOURGEON CAPITAL MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 189 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.94 and the average weighting 0.2%.

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 Q3 2021
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