CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 188 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.74 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$27,000
-6.9%
432
-4.2%
0.00%
Q1 2022$29,000
+7.4%
451
+4.4%
0.00%
Q4 2021$27,000
+3.8%
432
+5.1%
0.00%
Q3 2021$26,000
+4.0%
4110.0%0.00%
Q2 2021$25,0000.0%4110.0%0.00%
Q1 2021$25,000
+4.2%
411
-4.9%
0.00%
Q4 2020$24,000
-14.3%
432
-24.1%
0.00%
Q3 2020$28,000
+3.7%
569
-0.4%
0.00%
Q2 2020$27,000
+68.8%
571
+77.9%
0.00%
-100.0%
Q3 2019$16,0000.0%3210.0%0.00%0.0%
Q2 2019$16,000
+6.7%
321
+7.0%
0.00%0.0%
Q1 2019$15,000
+7.1%
3000.0%0.00%0.0%
Q4 2018$14,000
-17.6%
3000.0%0.00%0.0%
Q3 2018$17,0000.0%300
-2.6%
0.00%0.0%
Q2 2018$17,000
+6.2%
308
+2.7%
0.00%0.0%
Q1 2018$16,000
-5.9%
3000.0%0.00%0.0%
Q3 2017$17,000
+1600.0%
300
+1011.1%
0.00%
Q2 2017$1,000
-96.2%
27
-95.5%
0.00%
-100.0%
Q1 2016$26,000
-13.3%
6060.0%0.00%0.0%
Q4 2015$30,000
-89.2%
606
-89.4%
0.00%
-91.9%
Q3 2015$278,000
-16.3%
5,718
-1.5%
0.04%
-28.8%
Q2 2015$332,000
-99.9%
5,808
+26.5%
0.05%
+13.0%
Q1 2015$253,166,000
+100762.9%
4,593
-10.0%
0.05%
-6.1%
Q4 2014$251,000
-11.0%
5,106
-5.4%
0.05%
-37.2%
Q3 2014$282,000
+6.0%
5,3980.0%0.08%
+27.9%
Q2 2014$266,000
-69.3%
5,398
-69.9%
0.06%
-65.9%
Q1 2014$866,000
-11.4%
17,954
-6.6%
0.18%
+7.2%
Q4 2013$977,000
-86.8%
19,223
-87.6%
0.17%
-91.4%
Q3 2013$7,403,000
+11.3%
154,454
+5.9%
1.95%
-4.7%
Q2 2013$6,652,000145,8522.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Hamilton Capital, LLC 564,915$30,494,00011.64%
JABODON PT CO 547,000$12,249,00011.11%
Acorn Advisory Capital L.P. 157,250$8,488,00010.07%
Permanens Capital L.P. 369,962$19,971,0007.57%
SIGNATUREFD, LLC 1,231,198$66,460,0007.41%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,668,0006.47%
Barry Investment Advisors, LLC 303,703$16,394,0006.28%
Pictet North America Advisors SA 729,790$39,394,0005.86%
Clearwater Capital Advisors, LLC 426,818$23,040,0004.72%
CONNABLE OFFICE INC 404,222$21,820,0004.42%
View complete list of WISDOMTREE TR shareholders