Regent Investment Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Regent Investment Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$703,000
-1.0%
13,075
-7.1%
0.22%
-7.7%
Q3 2019$710,000
-26.6%
14,075
-13.7%
0.23%
-26.5%
Q4 2017$967,000
+2.1%
16,300
-14.8%
0.32%
-34.6%
Q4 2016$947,000
-37.6%
19,125
-36.9%
0.48%
-40.2%
Q4 2015$1,517,000
+57.7%
30,290
+80.1%
0.81%
+67.6%
Q2 2015$962,00016,8200.48%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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