TIEDEMANN ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$485,375
+6.0%
5,5000.0%0.02%
+10.5%
Q2 2023$457,875
+17.7%
5,5000.0%0.02%
+5.6%
Q1 2023$388,960
+10.0%
5,5000.0%0.02%
+5.9%
Q4 2022$353,595
+4.3%
5,5000.0%0.02%
-19.0%
Q3 2022$339,000
-1.2%
5,5000.0%0.02%
-19.2%
Q2 2022$343,000
-51.8%
5,500
-61.0%
0.03%
-23.5%
Q3 2019$711,000
+171.4%
14,100
+179.3%
0.03%
+78.9%
Q2 2017$262,000
-52.4%
5,048
-60.6%
0.02%
-83.3%
Q3 2016$550,000
-95.1%
12,810
-94.3%
0.11%
-97.4%
Q4 2015$11,204,000
-24.1%
223,830
-26.2%
4.32%
-62.1%
Q3 2015$14,763,000
+198.1%
303,395
+253.9%
11.38%
+124.4%
Q2 2015$4,952,000
+181.2%
85,728
+168.4%
5.07%
+57.5%
Q1 2015$1,761,000
-25.3%
31,945
-33.3%
3.22%
-13.1%
Q4 2014$2,356,000
-10.3%
47,870
-4.6%
3.70%
-31.1%
Q3 2014$2,627,000
+34.2%
50,191
+26.5%
5.38%
+17.1%
Q2 2014$1,958,000
+84.7%
39,685
+77.2%
4.59%
+36.1%
Q1 2014$1,060,000
-6.9%
22,4000.0%3.37%
-10.4%
Q4 2013$1,138,000
+6.1%
22,4000.0%3.76%
+74.9%
Q3 2013$1,073,000
+5.1%
22,4000.0%2.15%
+2.6%
Q2 2013$1,021,00022,4002.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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