Creative Planning - 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
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$561,307
+57.5%
6,360
+48.5%
0.00%
Q2 2023$356,465
-38.5%
4,282
-47.8%
0.00%
-100.0%
Q1 2023$579,640
+104.5%
8,196
+85.9%
0.00%
Q4 2022$283,475
+27.7%
4,409
+22.7%
0.00%
Q3 2022$222,000
-8.6%
3,592
-7.8%
0.00%
Q2 2022$243,000
+7.5%
3,895
+10.3%
0.00%
Q1 2022$226,000
+11.3%
3,532
+9.8%
0.00%
Q3 2021$203,000
-8.1%
3,218
-11.0%
0.00%
Q2 2021$221,000
-14.7%
3,615
-14.5%
0.00%
-100.0%
Q1 2021$259,000
+17.7%
4,230
+4.4%
0.00%
Q4 2020$220,000
+7.3%
4,050
-3.3%
0.00%
-100.0%
Q3 2020$205,000
-30.7%
4,188
-23.9%
0.00%0.0%
Q4 2019$296,000
-19.1%
5,503
-24.1%
0.00%0.0%
Q3 2019$366,000
+5.8%
7,255
+2.0%
0.00%0.0%
Q2 2019$346,000
-3.6%
7,113
+0.3%
0.00%0.0%
Q1 2019$359,000
-14.9%
7,092
-22.0%
0.00%
-50.0%
Q4 2018$422,000
-6.4%
9,087
+16.8%
0.00%0.0%
Q3 2018$451,000
+5.9%
7,782
-1.3%
0.00%0.0%
Q2 2018$426,0000.0%7,888
+3.8%
0.00%0.0%
Q1 2018$426,000
-24.6%
7,600
-20.2%
0.00%0.0%
Q4 2017$565,000
-73.5%
9,521
-75.6%
0.00%
-80.0%
Q3 2017$2,132,000
+548.0%
38,976
+515.5%
0.01%
+400.0%
Q2 2017$329,000
-46.1%
6,332
-47.4%
0.00%
-33.3%
Q1 2017$610,000
-36.4%
12,046
-37.7%
0.00%
-50.0%
Q4 2016$959,000
+157.8%
19,349
+122.9%
0.01%
+200.0%
Q3 2016$372,000
+144.7%
8,681
+121.6%
0.00%
+100.0%
Q2 2016$152,000
-39.9%
3,917
-32.4%
0.00%
-50.0%
Q1 2016$253,000
-14.5%
5,793
-2.1%
0.00%0.0%
Q4 2015$296,000
-8.4%
5,915
-11.0%
0.00%
-33.3%
Q3 2015$323,000
-49.1%
6,644
-40.1%
0.00%
-50.0%
Q2 2015$634,000
+50.2%
11,086
+45.0%
0.01%
+50.0%
Q1 2015$422,000
-92.3%
7,648
-93.1%
0.00%
-93.0%
Q4 2014$5,460,000
+61.3%
110,911
+71.4%
0.06%
+46.2%
Q3 2014$3,386,000
+531.7%
64,724
+496.3%
0.04%
+457.1%
Q2 2014$536,000
-49.3%
10,854
-51.4%
0.01%
-56.2%
Q1 2014$1,058,000
+42.8%
22,344
+53.4%
0.02%
+23.1%
Q4 2013$741,000
+14.2%
14,566
+7.6%
0.01%0.0%
Q3 2013$649,000
+981.7%
13,532
+929.0%
0.01%
+1200.0%
Q2 2013$60,0001,3150.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders