Freedom Investment Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 190 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 19.85 and the average weighting 0.1%.

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 Q1 2023
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