Institute for Wealth Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 189 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.94 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$779,197
+4.3%
8,829
-1.6%
0.14%
+11.9%
Q2 2023$747,204
+17.7%
8,9750.0%0.13%
+4.1%
Q1 2023$634,742
+9.5%
8,975
-0.5%
0.12%
-0.8%
Q4 2022$579,923
+3.4%
9,020
-0.8%
0.12%
-3.2%
Q3 2022$561,000
-1.2%
9,0940.0%0.13%
+12.5%
Q2 2022$568,000
-4.2%
9,094
-1.8%
0.11%
+16.7%
Q1 2022$593,000
+1.5%
9,260
-0.8%
0.10%
+1.1%
Q4 2021$584,000
-0.8%
9,3300.0%0.10%
-7.8%
Q3 2021$589,000
+3.5%
9,3300.0%0.10%
+3.0%
Q2 2021$569,000
-0.5%
9,3300.0%0.10%
-8.3%
Q1 2021$572,000
+13.5%
9,330
+0.7%
0.11%
+9.0%
Q4 2020$504,000
+8.9%
9,265
-1.8%
0.10%
-5.7%
Q3 2020$463,000
+4.3%
9,4390.0%0.11%
-2.8%
Q2 2020$444,000
+11.6%
9,4390.0%0.11%
-11.4%
Q1 2020$398,000
-28.7%
9,439
-9.0%
0.12%
-2.4%
Q4 2019$558,000
+5.3%
10,369
-1.3%
0.13%
-6.0%
Q3 2019$530,000
+3.7%
10,503
+0.0%
0.13%
+18.6%
Q2 2019$511,000
-7.8%
10,502
-4.1%
0.11%
-5.8%
Q1 2019$554,000
+9.1%
10,9550.0%0.12%
-42.6%
Q4 2018$508,000
-17.7%
10,955
+2.1%
0.21%
+0.5%
Q3 2018$617,000
+6.2%
10,727
-0.2%
0.21%
+12.4%
Q2 2018$581,000
-5.8%
10,753
-1.1%
0.18%
+1.6%
Q1 2018$617,0000.0%10,873
+4.1%
0.18%
+28.2%
Q4 2017$617,000
+6.7%
10,442
-1.6%
0.14%
-24.5%
Q3 2017$578,000
+2.5%
10,615
-2.3%
0.19%
+21.3%
Q2 2017$564,000
+28100.0%
10,860
+34932.3%
0.16%
+7650.0%
Q3 2014$2,0000.0%310.0%0.00%0.0%
Q2 2014$2,000
-60.0%
31
-67.7%
0.00%
-50.0%
Q1 2014$5,000
-99.9%
96
-99.9%
0.00%
-99.9%
Q4 2013$3,752,000
-6.2%
73,810
-11.6%
2.70%
-1.8%
Q3 2013$4,002,000
-7.2%
83,506
-11.7%
2.75%
-20.5%
Q2 2013$4,312,00094,5233.46%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Kemnay Advisory Services Inc. 657,538$40,123,0004.75%
Marketfield Asset Management LLC 102,861$6,277,0004.64%
Permanens Capital L.P. 359,128$21,914,0003.94%
Edmonds Duncan Registered Investment Advisors, LLC 121,466$7,412,0002.31%
Windsor Creek Advisors, LLC 134,781$8,224,0002.13%
Private Portfolio Partners LLC 60,299$3,679,4831.07%
Ayalon Insurance Comp Ltd. 47,853$2,931,0000.98%
GFS Advisors, LLC 33,050$1,957,0000.44%
CONDOR CAPITAL MANAGEMENT 62,473$3,812,0000.42%
Addison Advisors LLC 7,801$476,0000.38%
View complete list of WISDOMTREE TR shareholders