Edge Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 277 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$630,000
-2.8%
11,735
-8.7%
0.13%
-15.4%
Q3 2019$648,000
+3.2%
12,855
-0.3%
0.15%
+7.2%
Q2 2019$628,000
-21.7%
12,892
-18.6%
0.14%
-29.8%
Q1 2019$802,000
+9.1%
15,8430.0%0.20%
-4.3%
Q4 2018$735,000
-19.9%
15,843
+0.0%
0.21%
-5.9%
Q3 2018$918,000
+6.7%
15,840
-0.6%
0.22%
+0.5%
Q2 2018$860,000
+5.7%
15,940
+9.7%
0.22%
+1.4%
Q1 2018$814,000
-5.7%
14,531
+0.0%
0.22%
-11.5%
Q4 2017$863,000
+13.3%
14,530
+4.4%
0.24%
+5.6%
Q3 2017$762,000
+4.8%
13,9160.0%0.23%
+0.9%
Q2 2017$727,000
+3.4%
13,916
+0.0%
0.23%
-6.1%
Q1 2017$703,000
+1.2%
13,915
-0.7%
0.24%
-7.2%
Q4 2016$695,000
+15.6%
14,0150.0%0.26%
+2.7%
Q3 2016$601,000
+126.8%
14,015
+105.1%
0.26%
+132.7%
Q2 2016$265,000
+3.5%
6,832
+16.5%
0.11%
-5.2%
Q1 2016$256,000
-74.3%
5,865
-70.4%
0.12%
-69.1%
Q4 2015$996,000
+325.6%
19,823
+305.4%
0.38%
+327.3%
Q3 2015$234,000
+36.0%
4,890
+63.0%
0.09%
+49.2%
Q2 2015$172,000
+17.8%
3,000
+13.4%
0.06%
+20.4%
Q1 2015$146,000
+11.5%
2,6450.0%0.05%
+2.1%
Q4 2014$131,000
+1537.5%
2,645
+1724.1%
0.05%
+1500.0%
Q3 2014$8,000
+14.3%
1450.0%0.00%0.0%
Q2 2014$7,000
-86.8%
145
-86.2%
0.00%
-87.5%
Q4 2013$53,000
-23.2%
1,050
-27.6%
0.02%
-42.9%
Q3 2013$69,000
+25.5%
1,450
+20.8%
0.04%
+13.5%
Q2 2013$55,0001,2000.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
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