HighTower Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 170 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
HighTower Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$10,910,000
+31.9%
123,573
+24.1%
0.02%
+25.0%
Q2 2023$8,274,000
+2897.8%
99,560
+2463.3%
0.02%
+1500.0%
Q1 2023$276,000
-78.2%
3,884
-80.3%
0.00%
-66.7%
Q4 2022$1,266,000
+398.4%
19,727
+375.2%
0.00%
+200.0%
Q3 2022$254,000
+0.4%
4,151
+1.3%
0.00%0.0%
Q2 2022$253,000
-58.9%
4,097
-57.4%
0.00%0.0%
Q1 2022$615,000
-10.1%
9,620
-12.0%
0.00%0.0%
Q4 2021$684,000
+15.2%
10,932
+15.8%
0.00%
-50.0%
Q3 2021$594,000
+4.9%
9,444
+1.6%
0.00%0.0%
Q2 2021$566,000
-47.8%
9,298
-47.6%
0.00%
-33.3%
Q1 2021$1,084,000
+116.8%
17,739
+74.0%
0.00%
+50.0%
Q3 2020$500,000
+9.6%
10,193
+5.4%
0.00%0.0%
Q2 2020$456,000
+35.7%
9,669
+21.0%
0.00%0.0%
Q1 2020$336,000
-73.9%
7,992
-66.7%
0.00%
-75.0%
Q4 2019$1,287,000
+9.5%
23,980
+3.0%
0.01%
+33.3%
Q3 2019$1,175,000
-96.5%
23,289
-96.6%
0.01%
-97.0%
Q2 2019$33,455,000
+102.3%
687,165
+110.4%
0.20%
+80.9%
Q1 2019$16,535,000
+102.5%
326,551
+85.6%
0.11%
+74.6%
Q4 2018$8,167,000
-47.3%
175,900
-34.2%
0.06%
-43.8%
Q3 2018$15,490,000
-10.3%
267,401
-16.7%
0.11%
-17.0%
Q2 2018$17,263,000
-20.6%
320,881
-17.4%
0.14%
-25.8%
Q1 2018$21,753,000
+24.6%
388,531
+32.0%
0.18%
+27.3%
Q4 2017$17,465,000
+218.9%
294,364
+194.1%
0.14%
+204.3%
Q3 2017$5,477,000
-36.8%
100,088
-39.9%
0.05%
-39.0%
Q2 2017$8,661,000
+94.2%
166,669
+89.3%
0.08%
+79.1%
Q1 2017$4,460,000
+39.0%
88,066
+32.8%
0.04%
+22.9%
Q4 2016$3,209,000
+21.5%
66,304
+7.2%
0.04%
+12.9%
Q3 2016$2,642,000
-29.5%
61,841
-35.9%
0.03%
-34.0%
Q2 2016$3,745,000
-20.3%
96,507
-10.7%
0.05%
+213.3%
Q1 2016$4,700,000
-52.3%
108,023
-45.1%
0.02%
-87.2%
Q4 2015$9,859,000
+2.9%
196,697
-0.1%
0.12%
-7.9%
Q3 2015$9,578,000
+7.1%
196,932
+27.3%
0.13%
-11.2%
Q2 2015$8,946,000
+96.1%
154,753
+86.9%
0.14%
+110.3%
Q1 2015$4,563,000
+39.9%
82,785
+24.9%
0.07%
+36.0%
Q4 2014$3,262,000
+20.0%
66,263
+27.5%
0.05%
+8.7%
Q3 2014$2,719,000
-69.4%
51,968
-71.1%
0.05%
-70.1%
Q2 2014$8,889,000
+36.4%
180,087
+30.8%
0.15%
+21.3%
Q1 2014$6,519,000
-69.2%
137,709
-66.9%
0.13%
-70.8%
Q4 2013$21,166,000
+36.4%
416,328
+28.6%
0.44%
+12.1%
Q3 2013$15,516,000
+55.3%
323,726
+47.8%
0.39%
+42.6%
Q2 2013$9,991,000219,0630.27%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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