1834 INVESTMENT ADVISORS CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2015$277,000
-15.0%
5,7000.0%0.07%
-22.5%
Q2 2015$326,000
+3.8%
5,7000.0%0.09%
+4.7%
Q1 2015$314,000
+11.7%
5,7000.0%0.08%
+9.0%
Q4 2014$281,000
-5.7%
5,7000.0%0.08%
-4.9%
Q3 2014$298,000
+6.0%
5,7000.0%0.08%
+7.9%
Q2 2014$281,000
-4.4%
5,700
-8.1%
0.08%
-11.6%
Q1 2014$294,000
-21.8%
6,200
-16.2%
0.09%
-21.8%
Q4 2013$376,000
+26.6%
7,400
+19.4%
0.11%
+13.4%
Q3 2013$297,000
+4.9%
6,2000.0%0.10%0.0%
Q2 2013$283,0006,2000.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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