AVALON CAPITAL MANAGEMENT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 339 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.90 and the average weighting 0.8%.

Quarter-by-quarter ownership
AVALON CAPITAL MANAGEMENT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$8,839,000
+954.8%
139,949
+813.6%
4.96%
+754.8%
Q3 2017$838,000
-58.5%
15,319
-62.4%
0.58%
-62.3%
Q4 2016$2,018,000
+10.3%
40,736
-4.5%
1.54%
+9.4%
Q3 2016$1,830,000
-15.0%
42,640
+13.3%
1.41%
-28.4%
Q2 2015$2,152,000
+56.3%
37,620
+50.6%
1.96%
+76.5%
Q1 2015$1,377,000
+12.4%
24,985
+0.4%
1.11%
+18.2%
Q4 2014$1,225,000
-3.5%
24,885
+2.6%
0.94%
-11.0%
Q3 2014$1,269,000
-30.7%
24,256
-34.6%
1.06%
-30.4%
Q2 2014$1,830,000
-40.7%
37,079
-42.4%
1.52%
-50.1%
Q3 2013$3,086,000
-37.9%
64,395
-40.9%
3.04%
-37.7%
Q2 2013$4,967,000108,9104.89%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders