CONFLUENCE INVESTMENT MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 11.49 and the average weighting 0.2%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$15,696,000
-1.7%
254,479
-0.5%
0.26%
+5.2%
Q2 2022$15,962,000
+7648.5%
255,685
+6988.6%
0.25%
+3457.1%
Q2 2015$206,000
-5.5%
3,607
-20.6%
0.01%
-50.0%
Q3 2013$218,000
-17.4%
4,542
-21.5%
0.01%
-22.2%
Q2 2013$264,0005,7870.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
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