Independent Portfolio Consultants, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 344 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 1.5%.

Quarter-by-quarter ownership
Independent Portfolio Consultants, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2017$336,000
-24.8%
6,630
-26.5%
0.12%
-21.1%
Q4 2016$447,000
-20.0%
9,020
-30.8%
0.15%
-16.0%
Q3 2016$559,000
+1.6%
13,026
-8.1%
0.18%
+1.2%
Q2 2016$550,000
-16.5%
14,176
-5.9%
0.17%
-6.0%
Q1 2016$659,000
-63.4%
15,071
-58.1%
0.18%
-65.6%
Q4 2015$1,802,000
-4.2%
35,986
-6.9%
0.54%
+30.8%
Q3 2015$1,881,000
-58.4%
38,663
-51.2%
0.41%
-54.8%
Q2 2015$4,527,000
+23.7%
79,149
+19.2%
0.90%
+20.8%
Q1 2015$3,661,000
+62.5%
66,413
+45.1%
0.75%
+65.3%
Q4 2014$2,253,000
+12.5%
45,756
+19.5%
0.45%
-16.1%
Q3 2014$2,003,000
+7.2%
38,280
+1.2%
0.54%
+3.3%
Q2 2014$1,868,000
-25.3%
37,840
-28.3%
0.52%
-34.0%
Q1 2014$2,500,00052,8100.79%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
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