Stevens First Principles Investment Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 330 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 1.17 and the average weighting 1.0%.

Quarter-by-quarter ownership
Stevens First Principles Investment Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2018$7,264,000
-5.4%
129,689
+0.2%
4.44%
+7.5%
Q4 2017$7,676,000
+9.4%
129,379
+0.9%
4.13%
+8.3%
Q3 2017$7,017,000
+6.2%
128,283
+1.0%
3.82%
-2.1%
Q2 2017$6,605,000
+2.7%
127,013
-0.0%
3.90%
-4.7%
Q1 2017$6,432,000
+22.0%
127,065
+19.4%
4.09%
+11.8%
Q4 2016$5,274,000
+65.1%
106,455
+43.0%
3.66%
+58.8%
Q3 2016$3,194,000
+9.1%
74,425
-1.4%
2.30%
+5.4%
Q2 2016$2,928,000
-11.1%
75,515
+0.3%
2.18%
-17.8%
Q1 2016$3,292,000
-13.0%
75,325
-0.4%
2.66%
-17.5%
Q4 2015$3,786,000
-2.1%
75,595
-4.9%
3.22%
+4.3%
Q3 2015$3,867,000
-15.0%
79,480
-0.1%
3.09%
+4.9%
Q2 2015$4,552,000
+0.0%
79,580
-3.6%
2.95%
+0.3%
Q1 2015$4,550,000
+181.9%
82,550
+151.7%
2.94%
+176.0%
Q4 2014$1,614,000
+6917.4%
32,795
+7439.1%
1.06%
+8084.6%
Q3 2014$23,000
+130.0%
435
+107.1%
0.01%
+116.7%
Q1 2014$10,000
-99.6%
210
-99.6%
0.01%
-99.6%
Q4 2013$2,828,000
+2.7%
55,620
-3.2%
1.68%
+2.6%
Q3 2013$2,754,000
-5.7%
57,455
-10.3%
1.64%
-20.5%
Q2 2013$2,922,00064,0602.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2013
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