Meristem Family Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 191 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 23.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$326,000
+2.2%
5,0990.0%0.04%
+29.6%
Q4 2021$319,000
-0.9%
5,0990.0%0.03%
-12.9%
Q3 2021$322,000
+3.5%
5,0990.0%0.03%
-36.7%
Q2 2021$311,000
-0.6%
5,0990.0%0.05%
-22.2%
Q1 2021$313,000
+13.0%
5,0990.0%0.06%
+6.8%
Q4 2020$277,000
+10.8%
5,0990.0%0.06%
-7.8%
Q3 2020$250,000
+4.2%
5,0990.0%0.06%
-3.0%
Q2 2020$240,000
+11.6%
5,0990.0%0.07%0.0%
Q1 2020$215,000
-21.5%
5,0990.0%0.07%
-2.9%
Q4 2019$274,000
+6.6%
5,0990.0%0.07%
-1.4%
Q3 2019$257,000
-28.8%
5,099
-31.2%
0.07%
-37.3%
Q2 2019$361,000
-3.7%
7,4150.0%0.11%
-13.4%
Q1 2019$375,000
+9.0%
7,4150.0%0.13%
+0.8%
Q4 2018$344,000
-20.0%
7,4150.0%0.13%
-14.3%
Q3 2018$430,000
+7.5%
7,4150.0%0.15%
+4.3%
Q2 2018$400,0007,4150.14%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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