Evercore Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 364 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 0.35 and the average weighting 1.6%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2017$97,000
+7.8%
1,6410.0%0.00%0.0%
Q3 2017$90,000
+5.9%
1,6410.0%0.00%
+33.3%
Q2 2017$85,000
-80.8%
1,641
-81.2%
0.00%
-82.4%
Q1 2017$443,000
+52.8%
8,748
+49.6%
0.02%
+41.7%
Q4 2016$290,000
+6.6%
5,848
-7.7%
0.01%
+9.1%
Q3 2016$272,000
-5.2%
6,338
-14.2%
0.01%
-15.4%
Q2 2016$287,000
-48.3%
7,390
-41.8%
0.01%
-48.0%
Q1 2016$555,000
-50.4%
12,688
-43.2%
0.02%
-51.9%
Q4 2015$1,119,000
+143.8%
22,346
+136.2%
0.05%
+136.4%
Q3 2015$459,000
-18.3%
9,460
-3.7%
0.02%
-12.0%
Q2 2015$562,000
+89.2%
9,822
+82.2%
0.02%
+78.6%
Q1 2015$297,000
-76.1%
5,390
-77.2%
0.01%
-77.4%
Q3 2014$1,241,000
+13.6%
23,653
+7.1%
0.06%
+10.7%
Q2 2014$1,092,000
-30.4%
22,090
-33.3%
0.06%
-36.4%
Q1 2014$1,569,000
+36.1%
33,122
+46.0%
0.09%
+39.7%
Q4 2013$1,153,000
+24.0%
22,690
+17.4%
0.06%
+18.9%
Q3 2013$930,000
-3.7%
19,331
-8.5%
0.05%
-3.6%
Q2 2013$966,00021,1380.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
JABODON PT CO 547,000$30,637,00027.67%
Acorn Advisory Capital L.P. 157,250$8,808,00013.70%
Hamilton Capital, LLC 558,361$31,274,00011.53%
SIGNATUREFD, LLC 1,597,958$89,502,00010.50%
Permanens Capital L.P. 370,154$20,732,0008.25%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,881,0007.03%
Gruss & Co., LLC 117,500$6,581,0006.65%
Barry Investment Advisors, LLC 308,168$17,260,0006.54%
Pictet North America Advisors SA 723,475$40,522,0006.10%
Clearwater Capital Advisors, LLC 420,997$23,580,0004.87%
View complete list of WISDOMTREE TR shareholders