Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,412,564
+7.1%
72,664
+1.0%
0.21%
+25.6%
Q2 2023$5,986,393
+18.4%
71,909
+0.6%
0.16%
+23.3%
Q1 2023$5,055,932
+543.2%
71,492
+389.0%
0.13%
+454.2%
Q4 2019$786,000
-46.4%
14,619
-50.1%
0.02%
-86.2%
Q4 2015$1,467,000
+171.7%
29,284
+163.7%
0.17%
-70.1%
Q3 2015$540,000
-11.3%
11,104
+4.3%
0.58%
+0.7%
Q2 2015$609,000
+34.1%
10,646
+29.3%
0.58%
+7.4%
Q1 2015$454,0008,2350.54%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kemnay Advisory Services Inc. 657,538$40,123,0004.75%
Marketfield Asset Management LLC 102,861$6,277,0004.64%
Permanens Capital L.P. 359,128$21,914,0003.94%
Edmonds Duncan Registered Investment Advisors, LLC 121,466$7,412,0002.31%
Windsor Creek Advisors, LLC 134,781$8,224,0002.13%
Private Portfolio Partners LLC 60,299$3,679,4831.07%
Ayalon Insurance Comp Ltd. 47,853$2,931,0000.98%
GFS Advisors, LLC 33,050$1,957,0000.44%
CONDOR CAPITAL MANAGEMENT 62,473$3,812,0000.42%
Addison Advisors LLC 7,801$476,0000.38%
View complete list of WISDOMTREE TR shareholders