Plante Moran Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 337 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$72,000
+4.3%
1,4240.0%0.02%0.0%
Q2 2019$69,000
-4.2%
1,4240.0%0.02%
-4.5%
Q1 2019$72,000
+9.1%
1,4240.0%0.02%
-4.3%
Q4 2018$66,000
-20.5%
1,4240.0%0.02%
-14.8%
Q3 2018$83,000
+7.8%
1,4240.0%0.03%
-30.8%
Q2 2018$77,000
-3.8%
1,4240.0%0.04%
-9.3%
Q1 2018$80,000
-23.1%
1,424
-19.1%
0.04%
-25.9%
Q4 2017$104,000
+33.3%
1,760
+23.6%
0.06%
+26.1%
Q3 2017$78,000
-51.6%
1,424
-54.0%
0.05%
-54.5%
Q2 2017$161,000
+2.5%
3,0930.0%0.10%
+6.3%
Q1 2017$157,000
+2.6%
3,0930.0%0.10%0.0%
Q4 2016$153,000
+15.0%
3,0930.0%0.10%
+5.6%
Q3 2016$133,000
+10.8%
3,0930.0%0.09%
+3.4%
Q2 2016$120,000
-11.1%
3,0930.0%0.09%
-16.3%
Q1 2016$135,000
-14.0%
3,093
-1.2%
0.10%
-11.9%
Q4 2015$157,000
+4.0%
3,131
+1.1%
0.12%
-0.8%
Q3 2015$151,000
+41.1%
3,096
+66.1%
0.12%
+56.6%
Q2 2015$107,000
+62.1%
1,864
+56.8%
0.08%
+65.2%
Q1 2015$66,000
-10.8%
1,189
-21.2%
0.05%
-14.8%
Q4 2014$74,000
+1.4%
1,509
+7.8%
0.05%
-15.6%
Q3 2014$73,0001,4000.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
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