AVANTAX ADVISORY SERVICES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 231 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$889,245
+6.1%
10,076
+0.1%
0.01%0.0%
Q2 2023$837,983
-55.4%
10,066
-73.7%
0.01%
-66.7%
Q3 2020$1,878,000
+672.8%
38,331
+643.9%
0.03%
+328.6%
Q2 2020$243,000
+12.0%
5,153
+0.6%
0.01%
+16.7%
Q1 2020$217,000
-21.1%
5,1230.0%0.01%0.0%
Q4 2019$275,000
+37.5%
5,123
+29.2%
0.01%
-25.0%
Q3 2019$200,0003,9660.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders