Homrich & Berg - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 366 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 0.58 and the average weighting 1.2%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$370,000
+3.4%
5,865
+0.1%
0.01%0.0%
Q2 2021$358,000
-1.4%
5,859
-1.0%
0.01%
-11.1%
Q1 2021$363,000
+14.5%
5,916
+1.7%
0.01%0.0%
Q4 2020$317,000
+19.2%
5,816
+7.0%
0.01%0.0%
Q3 2020$266,000
+3.9%
5,4360.0%0.01%
-10.0%
Q2 2020$256,000
+9.9%
5,436
-1.5%
0.01%
-23.1%
Q1 2020$233,000
-48.6%
5,521
-34.5%
0.01%
-38.1%
Q4 2019$453,000
+7.1%
8,429
+0.5%
0.02%
-4.5%
Q3 2019$423,000
+0.2%
8,385
-3.3%
0.02%0.0%
Q2 2019$422,000
-3.9%
8,667
+0.0%
0.02%
-4.3%
Q1 2019$439,000
-28.0%
8,664
-34.1%
0.02%
-36.1%
Q4 2018$610,000
+76.8%
13,149
+120.8%
0.04%
+71.4%
Q3 2018$345,000
-1.1%
5,956
-7.9%
0.02%
-16.0%
Q2 2018$349,000
-5.2%
6,467
-1.5%
0.02%
-3.8%
Q1 2018$368,000
-90.3%
6,563
-89.7%
0.03%
-90.0%
Q4 2017$3,794,000
+110.7%
63,956
+94.3%
0.26%
+83.1%
Q3 2017$1,801,000
+5.6%
32,922
+0.4%
0.14%
-5.3%
Q2 2017$1,705,000
+2.6%
32,784
-0.1%
0.15%
+4.9%
Q1 2017$1,661,000
+2.5%
32,807
+0.3%
0.14%
-2.7%
Q4 2016$1,621,000
+11.9%
32,720
-3.1%
0.15%
+10.5%
Q3 2016$1,448,000
-41.8%
33,756
-47.4%
0.13%
-43.9%
Q2 2016$2,487,000
-12.1%
64,123
-0.9%
0.24%
-15.1%
Q1 2016$2,829,000
-17.7%
64,730
-5.7%
0.28%
-10.9%
Q4 2015$3,439,000
+16.3%
68,677
+13.1%
0.31%
+0.6%
Q3 2015$2,956,000
-13.6%
60,741
+1.6%
0.31%
-6.9%
Q2 2015$3,420,000
+47.7%
59,793
+42.3%
0.33%
+47.1%
Q1 2015$2,316,000
+213.8%
42,013
+180.3%
0.23%
+202.7%
Q4 2014$738,000
+147.7%
14,989
+162.7%
0.08%
+150.0%
Q3 2014$298,000
+2.1%
5,705
-3.7%
0.03%
-9.1%
Q2 2014$292,000
+2.8%
5,924
-1.2%
0.03%
-10.8%
Q1 2014$284,000
-6.9%
5,997
-0.2%
0.04%
-11.9%
Q4 2013$305,000
-44.5%
6,007
-50.2%
0.04%
-58.0%
Q2 2013$550,00012,0570.10%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders