Independent Portfolio Consultants, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 322 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.02 and the average weighting 0.7%.

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 Q1 2017
NameSharesValueWeighting ↓
Investure, LLC 2,102,603$91,905,00022.61%
Permanens Capital L.P. 681,471$29,787,00015.41%
Signature Financial Management, Inc. 495,368$21,652,00010.55%
SIGNATUREFD, LLC 1,331,577$58,203,0009.92%
Hatteras Investment Partners, LP 77,319$3,380,0009.23%
LVW Advisors, LLC 639,792$27,967,0008.94%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 217,086$9,489,0008.92%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 293,287$12,820,0008.81%
Vontobel Swiss Wealth Advisors AG 371,207$16,225,0008.63%
Bellecapital International Ltd. 144,306$6,308,0008.44%
View complete list of WISDOMTREE TR shareholders