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 ↓
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