Freedom Investment Management, Inc. - 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
Freedom Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$301,876
+5.4%
3,421
-0.6%
0.04%
+15.6%
Q2 2023$286,402
+14.1%
3,440
-3.1%
0.03%
+14.3%
Q1 2023$250,993
+7.6%
3,549
-2.2%
0.03%
+7.7%
Q4 2022$233,356
-99.9%
3,630
-0.2%
0.03%0.0%
Q3 2022$224,341,000
-0.1%
3,637
+1.1%
0.03%
+8.3%
Q2 2022$224,520,000
+95440.4%
3,596
-1.9%
0.02%
+14.3%
Q1 2022$235,000
+4.0%
3,665
+1.3%
0.02%
+23.5%
Q4 2021$226,000
-5.0%
3,619
-3.9%
0.02%
-5.6%
Q3 2021$238,000
-3.6%
3,767
-6.8%
0.02%0.0%
Q2 2021$247,000
-3.5%
4,042
-3.3%
0.02%
-10.0%
Q1 2021$256,000
+7.1%
4,182
-4.7%
0.02%
-23.1%
Q4 2020$239,000
+6.7%
4,387
-3.9%
0.03%
+8.3%
Q3 2020$224,000
-5.1%
4,563
-8.9%
0.02%
-7.7%
Q2 2020$236,000
-21.6%
5,010
-10.5%
0.03%
-3.7%
Q1 2020$301,000
-1.0%
5,597
-1.1%
0.03%0.0%
Q4 2019$304,000
+1.7%
5,658
-4.5%
0.03%
+3.8%
Q3 2019$299,000
+7.2%
5,924
+3.2%
0.03%
+13.0%
Q2 2019$279,0005,7390.02%
Other shareholders
WISDOMTREE TR shareholders Q3 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