LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 221 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$41,227,368
+59.9%
467,166
+50.9%
0.03%
+61.1%
Q2 2023$25,777,035
+202.9%
309,634
+157.3%
0.02%
+157.1%
Q1 2023$8,510,760
-20.9%
120,344
-28.1%
0.01%
-22.2%
Q4 2022$10,765,587
+13.2%
167,454
+8.6%
0.01%0.0%
Q3 2022$9,507,000
-49.1%
154,129
-48.5%
0.01%
-50.0%
Q2 2022$18,669,000
+83.9%
299,043
+88.6%
0.02%
+100.0%
Q1 2022$10,152,000
-0.6%
158,577
-2.9%
0.01%0.0%
Q4 2021$10,209,000
+39.8%
163,235
+41.2%
0.01%
+28.6%
Q3 2021$7,304,000
+31.3%
115,635
+26.8%
0.01%
+16.7%
Q2 2021$5,563,000
-42.7%
91,170
-42.4%
0.01%
-45.5%
Q1 2021$9,715,000
+24.6%
158,376
+10.5%
0.01%
+10.0%
Q4 2020$7,800,000
+260.3%
143,321
+224.4%
0.01%
+233.3%
Q3 2020$2,165,000
+0.8%
44,175
-3.3%
0.00%
-25.0%
Q2 2020$2,147,000
+2.1%
45,670
-8.4%
0.00%
-20.0%
Q1 2020$2,102,000
-36.5%
49,870
-19.0%
0.01%
-16.7%
Q4 2019$3,310,000
-6.6%
61,546
-12.4%
0.01%
-14.3%
Q3 2019$3,545,000
-10.0%
70,247
-13.1%
0.01%
-12.5%
Q2 2019$3,939,000
-0.4%
80,876
+3.5%
0.01%
-11.1%
Q1 2019$3,955,000
-40.3%
78,139
-45.2%
0.01%
-50.0%
Q4 2018$6,620,000
-8.3%
142,698
+14.5%
0.02%
+5.9%
Q3 2018$7,221,000
-0.7%
124,601
-7.5%
0.02%
-10.5%
Q2 2018$7,274,000
-12.7%
134,752
-9.4%
0.02%
-17.4%
Q1 2018$8,330,000
-14.3%
148,727
-9.2%
0.02%
-23.3%
Q4 2017$9,718,000
+45.8%
163,796
+34.5%
0.03%
+25.0%
Q3 2017$6,664,000
-16.1%
121,825
-20.3%
0.02%
-20.0%
Q2 2017$7,945,000
-8.6%
152,783
-11.2%
0.03%
-49.2%
Q1 2017$8,692,000
-10.3%
172,042
-10.5%
0.06%
-20.3%
Q4 2016$9,689,000
-40.5%
192,195
-49.0%
0.07%
-52.3%
Q3 2016$16,296,000
-7.1%
376,693
-19.2%
0.16%
+4.7%
Q2 2016$17,546,000
-65.4%
466,289
-62.7%
0.15%
+5.0%
Q1 2016$50,690,000
-49.5%
1,248,842
-38.8%
0.14%
-49.5%
Q4 2015$100,447,000
+91.6%
2,040,782
+99.1%
0.28%
-3.5%
Q3 2015$52,427,000
-27.2%
1,024,967
-18.5%
0.29%
-20.8%
Q2 2015$71,997,000
-3.4%
1,257,365
-7.3%
0.36%
-3.9%
Q1 2015$74,495,000
-2.2%
1,356,400
-12.4%
0.38%
-8.9%
Q4 2014$76,206,000
-11.9%
1,547,949
-8.5%
0.42%
-19.2%
Q3 2014$86,482,000
+46.5%
1,692,072
+41.5%
0.52%
+50.0%
Q2 2014$59,028,000
+49.9%
1,195,861
+43.8%
0.34%
+42.1%
Q1 2014$39,379,000
+3.6%
831,834
+11.2%
0.24%
+2.1%
Q4 2013$38,015,000
-19.8%
747,731
-23.8%
0.24%
-25.0%
Q3 2013$47,425,000
+12.9%
981,876
+6.5%
0.32%
+4.6%
Q2 2013$42,004,000921,8080.30%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
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