Advisory Services Network, 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
Advisory Services Network, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,091,408
+118.3%
12,367
+105.9%
0.03%
+123.1%
Q2 2023$500,066
+2728.4%
6,007
+2302.8%
0.01%
Q1 2023$17,680
+10.0%
2500.0%0.00%
Q4 2022$16,073
-78.3%
250
-79.5%
0.00%
-100.0%
Q2 2021$74,000
+12.1%
1,2200.0%0.00%
-33.3%
Q4 2020$66,000
+10.0%
1,2200.0%0.00%0.0%
Q3 2020$60,000
+22.4%
1,220
+5.4%
0.00%0.0%
Q1 2020$49,000
-21.0%
1,157
-0.3%
0.00%0.0%
Q4 2019$62,000
+6.9%
1,160
-3.2%
0.00%
-25.0%
Q3 2019$58,0000.0%1,1980.0%0.00%0.0%
Q2 2019$58,000
-1.7%
1,198
+2.4%
0.00%0.0%
Q1 2019$59,000
+9.3%
1,1700.0%0.00%
-20.0%
Q4 2018$54,000
-43.2%
1,170
-28.7%
0.01%
-28.6%
Q3 2018$95,000
-2.1%
1,640
-5.7%
0.01%0.0%
Q2 2018$97,000
-60.9%
1,740
-60.6%
0.01%
-65.0%
Q1 2018$248,000
-25.5%
4,420
-21.2%
0.02%
-31.0%
Q4 2017$333,000
+28.6%
5,608
+18.3%
0.03%
-3.3%
Q3 2017$259,000
-72.3%
4,741
-73.7%
0.03%
-75.4%
Q2 2017$936,000
+41.0%
18,006
+37.2%
0.12%
+27.1%
Q1 2017$664,000
+21.6%
13,125
+3.1%
0.10%
-6.8%
Q3 2016$546,000
+2.6%
12,735
-7.2%
0.10%
-14.9%
Q2 2016$532,000
-15.4%
13,724
-4.7%
0.12%
-29.7%
Q1 2016$629,000
-9.0%
14,396
+4.3%
0.17%
-22.5%
Q4 2015$691,000
-5.2%
13,801
-7.8%
0.22%
+0.9%
Q3 2015$729,000
-16.4%
14,973
-0.6%
0.22%
-14.4%
Q2 2015$872,000
-49.2%
15,063
-50.9%
0.26%
-45.8%
Q1 2015$1,717,000
+10.4%
30,684
-2.3%
0.47%
-2.5%
Q4 2014$1,555,000
-12.2%
31,398
-7.3%
0.49%
-25.0%
Q3 2014$1,771,000
+3.5%
33,856
-2.4%
0.65%
-10.5%
Q2 2014$1,711,000
+3.1%
34,672
-1.1%
0.72%
-15.3%
Q1 2014$1,659,000
-1.7%
35,053
+5.6%
0.86%
+0.8%
Q4 2013$1,688,000
+2.6%
33,196
-3.3%
0.85%
-40.1%
Q3 2013$1,645,000
+49.8%
34,326
+49.8%
1.42%
+58.1%
Q2 2013$1,098,00022,9090.90%
Other shareholders
WISDOMTREE TR shareholders Q3 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