Avidian Wealth Enterprises, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 189 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.94 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avidian Wealth Enterprises, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$5,538,016
+9.3%
86,141
+4.9%
0.36%
-1.4%
Q3 2022$5,065,000
-6.5%
82,118
-5.4%
0.37%
-4.4%
Q2 2022$5,416,000
-14.1%
86,760
-11.9%
0.38%
-0.8%
Q1 2022$6,305,000
-35.0%
98,482
-36.5%
0.39%
-36.1%
Q4 2021$9,701,000
+143.1%
155,117
+145.5%
0.60%
+98.7%
Q3 2021$3,991,00063,1850.30%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hamilton Capital, LLC 564,915$30,494,00011.64%
JABODON PT CO 547,000$12,249,00011.11%
Acorn Advisory Capital L.P. 157,250$8,488,00010.07%
Permanens Capital L.P. 369,962$19,971,0007.57%
SIGNATUREFD, LLC 1,231,198$66,460,0007.41%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,668,0006.47%
Barry Investment Advisors, LLC 303,703$16,394,0006.28%
Pictet North America Advisors SA 729,790$39,394,0005.86%
Clearwater Capital Advisors, LLC 426,818$23,040,0004.72%
CONNABLE OFFICE INC 404,222$21,820,0004.42%
View complete list of WISDOMTREE TR shareholders