Clear Harbor Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 190 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 19.85 and the average weighting 0.1%.

Quarter-by-quarter ownership
Clear Harbor Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$335,350
-1.8%
3,800
-7.3%
0.04%
+6.1%
Q2 2023$341,325
+17.7%
4,1000.0%0.03%
+10.0%
Q1 2023$289,952
+10.0%
4,1000.0%0.03%
-9.1%
Q4 2022$263,589
+2.2%
4,100
-1.9%
0.03%
-8.3%
Q3 2022$258,000
-4.4%
4,179
-3.5%
0.04%0.0%
Q2 2022$270,000
-2.5%
4,3290.0%0.04%
+12.5%
Q1 2022$277,000
+2.2%
4,3290.0%0.03%
+10.3%
Q4 2021$271,000
-0.7%
4,3290.0%0.03%
+480.0%
Q3 2021$273,000
+3.4%
4,3290.0%0.01%
-84.4%
Q2 2021$264,000
-0.8%
4,3290.0%0.03%
-8.6%
Q1 2021$266,000
+12.7%
4,3290.0%0.04%
+2.9%
Q4 2020$236,000
-99.9%
4,329
-1.4%
0.03%
-8.1%
Q3 2020$215,110,000
+103817.9%
4,390
-0.5%
0.04%
-5.1%
Q2 2020$207,000
-99.9%
4,410
-17.2%
0.04%
-22.0%
Q4 2019$286,379,000
+87210.7%
5,325
-18.2%
0.05%
-21.9%
Q3 2019$328,000
+3.5%
6,506
+0.0%
0.06%0.0%
Q2 2019$317,000
-3.6%
6,5050.0%0.06%
-4.5%
Q1 2019$329,000
-88.1%
6,505
-89.1%
0.07%
-89.5%
Q4 2018$2,770,000
-30.1%
59,715
-21.6%
0.64%
-20.3%
Q3 2018$3,961,000
-1.0%
76,145
+2.8%
0.80%
+7.0%
Q2 2018$3,999,000
+98.3%
74,075
+105.7%
0.75%
+89.6%
Q1 2018$2,017,000
+0.3%
36,010
+6.3%
0.39%
+4.2%
Q4 2017$2,010,000
+2.0%
33,875
-6.0%
0.38%
-3.3%
Q3 2017$1,971,000
+3.8%
36,040
-0.2%
0.39%
+7.7%
Q2 2017$1,899,000
+21.0%
36,095
+16.5%
0.36%
+14.5%
Q1 2017$1,569,000
-30.1%
30,995
-31.6%
0.32%
-33.0%
Q4 2016$2,244,000
-50.4%
45,302
-57.1%
0.47%
-52.1%
Q3 2016$4,527,000
+144.7%
105,492
+121.1%
0.99%
+145.8%
Q2 2016$1,850,000
+51.0%
47,707
+70.2%
0.40%
+49.4%
Q1 2016$1,225,000
+3.9%
28,022
+19.0%
0.27%
+0.4%
Q4 2015$1,179,000
-1.2%
23,543
-3.9%
0.27%
-1.8%
Q3 2015$1,193,000
-34.5%
24,508
-23.0%
0.27%
-23.5%
Q2 2015$1,820,000
+16.8%
31,818
+12.5%
0.36%
+19.0%
Q1 2015$1,558,000
+21.5%
28,273
+8.6%
0.30%
+15.4%
Q4 2014$1,282,000
-0.1%
26,043
+6.2%
0.26%
-8.8%
Q3 2014$1,283,000
+11.5%
24,522
+5.2%
0.28%
+15.9%
Q2 2014$1,151,000
+24.4%
23,310
+19.4%
0.25%
+13.4%
Q1 2014$925,000
+7.9%
19,530
+15.9%
0.22%
+0.9%
Q4 2013$857,000
+2.1%
16,850
-3.7%
0.22%
-5.7%
Q3 2013$839,000
+9.7%
17,505
+4.4%
0.23%
+0.4%
Q2 2013$765,00016,7750.23%
Other shareholders
WISDOMTREE TR shareholders Q1 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