LVW Advisors, 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
LVW Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$1,498,000
+4.2%
30,5660.0%0.33%
-4.9%
Q2 2020$1,437,000
+6.0%
30,566
-5.0%
0.35%
-3.9%
Q1 2020$1,356,000
+21.5%
32,175
+55.1%
0.36%
+42.7%
Q4 2019$1,116,000
+6.6%
20,7420.0%0.25%
-2.3%
Q3 2019$1,047,000
+3.7%
20,7420.0%0.26%
-7.2%
Q2 2019$1,010,000
-80.5%
20,742
-79.8%
0.28%
-79.8%
Q1 2019$5,184,000
+1.7%
102,433
-6.8%
1.38%
-19.7%
Q4 2018$5,096,000
-41.6%
109,856
-94.5%
1.72%
-29.7%
Q3 2018$8,721,000
+37.0%
2,005,581
+1601.0%
2.45%
+21.4%
Q2 2018$6,365,000
-1.4%
117,909
+2.3%
2.02%
+0.7%
Q1 2018$6,453,000
-2.7%
115,206
+3.0%
2.00%
+3.4%
Q4 2017$6,635,000
+13.9%
111,829
-0.2%
1.94%
-5.5%
Q2 2017$5,826,000
+1.4%
112,032
-1.3%
2.05%
-0.4%
Q1 2017$5,745,000
-41.1%
113,491
-42.3%
2.06%
-39.6%
Q4 2016$9,748,000
-64.2%
196,769
-69.0%
3.41%
-61.9%
Q3 2016$27,250,000
+25.8%
634,985
+13.7%
8.93%
+9.9%
Q2 2016$21,656,000
-22.6%
558,436
-12.7%
8.13%
-9.0%
Q1 2016$27,967,000
+46.0%
639,792
+67.2%
8.94%
+19.1%
Q4 2015$19,162,000
+5.8%
382,642
+2.8%
7.50%
-10.2%
Q3 2015$18,119,000
-6.1%
372,358
+10.4%
8.36%
+1.8%
Q2 2015$19,287,000
+27.6%
337,182
+23.0%
8.21%
+14.0%
Q1 2015$15,115,000
+73.7%
274,235
+55.2%
7.20%
+50.1%
Q4 2014$8,701,000176,7354.80%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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