Atria Investments, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 344 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 1.5%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2017$3,453,000
+54.4%
58,208
+19.6%
0.17%
-30.1%
Q4 2015$2,237,000
+2.9%
48,665
+8.9%
0.25%
-18.3%
Q3 2015$2,175,000
-10.2%
44,705
+5.5%
0.30%
+6.0%
Q2 2015$2,423,000
+202.5%
42,356
+160.4%
0.28%
+234.1%
Q4 2014$801,000
-9.6%
16,266
-3.9%
0.08%
-6.6%
Q3 2014$886,000
-0.8%
16,927
-6.4%
0.09%
+2.2%
Q2 2014$893,000
-9.3%
18,091
-13.0%
0.09%
-11.0%
Q1 2014$985,000
-7.0%
20,800
-0.1%
0.10%
-4.8%
Q4 2013$1,059,000
-41.8%
20,829
-45.2%
0.10%
-44.4%
Q3 2013$1,821,000
+163.9%
38,001
+151.2%
0.19%
+125.0%
Q2 2013$690,00015,1260.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
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